Our webinars help you get the most from our software

MaxiFi Webinars

Introducing New Features

Two new program features and a Q&A.

Tuesday, Jun 14, 5:00 PM - 7:00 PM EDT

REGISTER FOR THE HOUSEHOLD USERS WEBINAR

Wednesday, June 15th 5:00 PM - 7:00 PM EDT

REGISTER FOR THE PROFESSIONAL USERS WEBINAR

Please join me, Larry Kotlikoff, for this webinar that I am presenting with Rick Miller, Ph.D., CFP®, Founder of Sensible Financial Planning.

ADDRESSING THESE IMPORTANT ISSUES

The goal of this webinar is to introduce two new MaxiFi program features and have an open session for Q & A about all the unstable economic forces we are facing today––potential recession, inflation, supply chain bottlenecks, stock market volatility, rising interest rates, and more.

In this webinar, we'll have an in-depth demonstration of our updated Lifetime Balance Sheet report which has just been released. The new details include household trapped equity, how much housing plus real estate equity will be left for bequests, and housing holding costs, that is, how much income is sacrificed in not selling these assets and investing the proceeds.

We will also have a sneak preview of a new feature, Upside Investing, which is coming soon.

Upside Investing lets you set a living standard floor based on investing a portion of assets safely and investing the rest in the stock market but not spending based on stock holdings until they have been converted to safe assets. This is a safe way for one to be in the market without relying on the market to sustain one's lifestyle.

Afterwards, we will have a Q and A about the state of our economy.

Please feel free to invite friends, family and colleagues to attend by sharing this web page.

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DFA Webinar Power Point Slides | Webinar One | Webinar Two | Webinar Three | Webinar Four | Webinar Five

New Features: Lifetime Balance Sheet and Upside Investing Watch the Video | Q&A Video Watch the Video

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