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AT- webinar series

 

Decumulation Diversification

Thursday, June 22 at 2 pm eastern

Join the next Advisor Today webinar as Allianz explores strategies for how you can diversify your income during retirement. Schyler Adams, Director of Advanced Strategies & Planning Platforms, will share advanced concepts to help hedge against and offset the potential increase of taxes and inflation in today's uncertain market.

Schyler will analyze a case study and make adjustments to how we are drawing down our assets to look at the impact has on the Monte Carlo score – or Probability of Success – along with other quantitative factors to analyze when making adjustments in your financial plans.

Don't miss this special webinar aimed at helping you with your financial planning today and for the future.

 

Webinar Brought to You By

Allianz

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About Schyler Adams

With nearly a decade of financial services industry experience, Adams has a wide range of experience with product knowledge, financial planning, and financial technology.

Experience

  • Almost a decade of industry experience, focusing on financial technology and financial planning concepts to show quantitatively how adjusting inputs within different software programs can lead to better results for the end client.
  • Helped launch financial technology at Allianz Life by beta testing eMoney and MoneyGuidePro®, presenting to wholesalers and advisors, and modeling products in software.
  • Conducted hundreds of financial technology presentations and trainings.
  • Previously served as the director of sales of Questar Capital & Asset Management, helping advisors understand the options for creating an efficient investment portfolio or financial plan for clients.