Liability-Driven Investing, or L.D.I., is a strategy for income-seeking retirees who want to fill any shortfalls between lifestyle needs and existing resources such as monthly Social Security benefits. Attend this class and learn how to fill cash-flow gaps with reliable streams of flexible and dependable income. L.D.I. is advocated by large state-sponsored pension plans like the Ohio State Teachers Retirement System, but its strategies are easily applied to individually owned portfolios like IRA accounts.

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.