how clients how not to run out of money – create a robust, sustainable withdrawal strategy
On this webinar, we'll demonstrate how to;
Mitigate sequence risk with dynamic rules-based withdrawal strategies such as Guyton’s Guardrails, Floor and Ceiling Rule, and Michael Kitces’s Ratcheting Rule.
Identify the optimal dynamic spending strategy for clients.
Illustrate the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes.
Prepare clients 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.