Bruce Miller, CFP
March 14, 2020 from 9:45 am to 12:45 pm
Bruce will review and compare his approach to income investing with other conventional income investing methods. Asset allocation with periodic rebalancing and annual safe withdrawals is a common method for generating long-term income. Another method is to allocate all or part of the household retirement savings to dividend-paying stocks; the dividends provide the necessary income. Bruce will review the latter approach in greater detail as the basis of the pure income investing strategy.
The presentation will cover several topics including assessing income needs, identifying income-generating securities, managing income risk, analyzing cash flow, and maintaining accounts.
ABOUT THE PRESENTER
After retiring from the Air Force in 1997, Bruce attended a Certified Financial Planner course and subsequently passed the National Board Certification Exam and became a CFP Practitioner in 1998. He worked in a fee-for-service financial planning firm for several years and, from 2005 to 2013, taught in the University of Portland’s CFP program. Bruce retired from financial planning in 2015 and published his book “Retirement Investing for Income Only.” Bruce continues to discuss income investing as well as other topics in financial planning through presentations, on-line discussion forums, and individually.
Attend this seminar to learn:
- What is pure income investing, and how can it be used to generate long term reliable and growing income?
- How to use quantitative analysis to select dividend-paying stocks?
- Accounting and monitoring the dividends