Wade Pfau

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Wade Pfau

Founder

RISA, LLC

I am interested in conducting research that helps to develop better tools for retirement planning. I am widely published in leading practitioner research journals in the fields of financial and retirement planning. I'm a Professor of Retirement Income at The American College of Financial Services, and I work with McLean Asset Management to incorporate my research on retirement income planning into practice with clients. As a part of McLean, I'm also director of retirement research for inStream, which is financial planning software for advisors, and I contribute to investment portfolios which can be integrated into comprehensive planning solutions for Watermark Adviser Solutions.

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#management

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#Northamerica

Speaking Engagements

Morningstar Investment Conference 2023

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The Morningstar Investment Conference is the in-person deep-dive you need to build financial success in 2023 and beyond. Register today and join investment outliers, experts, and trailblazers for 3 days of frank dialogue, analysis, and perspective. Why attend the Morningstar Investment Conference? Accelerating technologies. Emerging asset classes.

25-27 April 2023

Finance

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Wade Pfau

Founder

Speaking Engagements

Morningstar Investment Conference 2023