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Timeline 2.0 Live Webinar: Creating a robust, sustainable withdrawal strategy for clients - US
Show clients how not to run out of money – create a robust, sustainable withdrawal strategy.

On this webinar, we'll discuss how to;

• Mitigate sequence risk with dynamic rules-based withdrawal strategies such as Guyton’s Guardrails, Floor and Ceiling Rule, and the Kitces’s Ratcheting Rule

• Identify the optimal dynamic spending strategy for clients.

• Demonstrate the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes

• Prepare them for market declines and agree up-front how you’ll deal with them

• Bring longevity risk to life - show clients the probability of outliving their portfolio

• Craft their personalised withdrawal policy statement
Please choose only one webinar to attend.
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