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Upcoming Webinars

Using MaxiFi to Build a TIPS Ladder

Presented by Jay Abolofia, Ph.D., CFP®, CEO of Lyon Financial Planning®

Treasury Inflation-Protected Securities (TIPS) are US Treasury Bonds designed to protect against inflation. Building a TIPS "ladder" means buying a series of individual TIPS that produce a given amount of inflation-adjusted income over a specific period of time. This strategy can help manage interest rate risk and provide a steady inflation-adjusted income stream for up to 30-years.

First, Jay will showcase how to use MaxiFi Planner to help design a TIPS ladder to cover a portion of expenses in retirement. Then, he will demonstrate how to construct the ladder and review the implementation process. This webinar will equip you with the knowledge and confidence needed to navigate TIPS in MaxiFi and beyond.

Don't miss out on this exclusive opportunity to leverage MaxiFi Planner's capabilities and Jay's expertise to help design, construct and implement a TIPS ladder.

You can meet Jay in these two videos: An Introduction to Economics Based Planning and The MaxiFi Co-Pilot Process.

And explore MaxiFi's full potential with Jay as Your Co-Pilot.

WED, May 15th, 2024 | 3 - 4 p.m. EDT


What we'll cover:

  • An explanation of how TIPS works and the value of building a ladder
  • How to design a TIPS ladder using MaxiFi
  • A demonstration of how to execute and implement a TIPS ladder

Disclaimer: Neither Jay Abolofia, nor MaxiFi Planner, nor this webinar, will be providing investment advice. The information presented is for educational purposes only and should not be construed as personalized investment advice. Participants are encouraged to consult with a qualified financial advisor before making any investment decisions.

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