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.
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.