Aaron Theilade

Join Adam Chapman, a retirement planner focused on meaningful experiences, Joe Nunes, an actuary with deep pension expertise, and Aaron Theilade, a financial education leader. They dive into how assumptions shape financial outcomes. Discover the importance of starting with inflation and bond yields and embracing both expected and unexpected outcomes in planning. The panel also highlights client biases, the limits of planning software, and the need for continuous updates. Learn how blending math with humanity leads to better client success.