Liability-Driven Investing (LDI) is a time-honored investment strategy for retirees looking to get dependable income from a company plan distribution, a property or business sale, or an inheritance. LDI “creates” the payouts needed to cover the financial obligations and the nuances of your lifestyle. Further, the LDI strategy seeks to address the adage: “Stock markets can remain irrational longer than the individual can remain solvent.” Attend this class and learn how to arrange reliable streams of income using a strategy advocated by institutional pension plan managers.

Moderator: David McCarley provided financial advice as a Certified Financial Planner for 25+ years. He is now retired and enjoying a "planned" lifestyle. Part of his personal purpose is to give back to the community the knowledge he accumulated when advising his former clients on how they could achieve their own retirement lifestyle goals.