(WEBINAR) 📉 Improve client outcomes with Monte Carlo analysis (August 26, 2026)

During this webinar, we reviewed several projections to demonstrate how to:

• Stress test your projections to understand the range of potential future outcomes.
• Discuss strategies to address downside risk proactively.
• Illustrate the importance of ongoing planning work to adapt over time.
• Provide strategies that can be applied in the future as needed.

Timestamps

03:53 Case Study #1 - A client who’s a couple of years away from retirement and wants to know whether he’s on track for retirement or not, and what he can be doing ahead of retirement.

07:13 Running a quick automatic Financial Recommendation to optimize the base plan.

11:25 Introduction to Monte Carlo.

24:03 Benefits of Monte Carlo.

29:53 Relationship with Randomized Scenarios.

33:53 How to increase the success probability in order to illustrate how the client can adjust things over time.

41:43 Case Study #2 - A client who’s looking to decide whether to take her defined benefit pension plan (DBPP) when she retires or to take the commuted value.

49:07 Q&A