Back to Investments and Wealth Forum - Fort Lauderdale

Avi Sharon, PhD

Executive Vice President and Product Strategist, PIMCO

Pre-Conference Workshop: Advanced Advisor Education Workshop: Retirement Income Strategies


Retirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them. This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning.
​Advisors will learn concepts and techniques taught in the Retirement Management Advisor® (RMA®) program, review results from recent surveys of investor behavior in retirement, and explore decumulation-oriented planning approaches and digital tools, including the Income to Outcome framework. Attendees will learn to identify and analyze challenges retirees face and understand how to develop specific strategies to create retirement income, maximize growth, and address risks. 

Biography

Avi Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic initiatives aimed at driving growth within the traditional product franchise. Before joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 19 years of investment and financial services experience and holds a PhD from Boston University. He received an undergraduate degree from Emory University in Atlanta.