When

Thursday March 16, 2017 from 12:00 PM to 3:10 PM EDT
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Where

Hilton Garden Inn Ft. Washington 
530 Pennsylvania Avenue
Ft. Washington, PA 19034
 

 
Driving Directions 

Contact

Christine Stewart 
FPA Philadelphia 
215-295-0729 
ccstewart@comcast.net 
 

March 16, 2017 Quarterly CE Meeting 

NEW LOCATION! NEW TIME!

You asked for it and we listened, so please join us for lunch at our second quarterly CE meeting of the year in Ft. Washington where our special guest speaker will be Wade Pfau.
Agenda:

11:45 a.m. - Registration

12:00-12:45 p.m. - Lunch/Networking

12:45-3:00 p.m. - Presentation with 15 minute break


"Sustainable Spending for Retirement" 
 
- presented by Wade Pfau, Ph.D., CFA, Professor of Retirement, The American College; Director Retirement Research, McLean Asset Management
This session will focus on the probability-based school of thought on retirement income developed by financial planners since the 1990s.  The concept of safe withdrawal rates and the 4% rule developed from William Bengen's analysis of the US historical data.  After explaining his approach and further refinements to the core methodology, the session shifts to consider the impacts of a number of key issues and assumptions behind the 4% rule.  Finally, guidance will be provided on thinking more broadly about a retirement income strategy that moves beyond studying  sustainable withdrawal rates from a financial portfolio.

This session is approved for 2 hours of CFP CE Credits and 2 hours of PA Insurance CE Credits.

For more information on Wade Pfau click
 

To register, please click on the link below.