Webinar Registration

Managing a Client’s Dynamic Withdrawals
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs -
Thursday, August, 3
|
ET
|
60 minutes
Andrew Gray
Andrew Gray, CFP®, CRPC®
Financial Planner Gray Wealth Strategies
Jeff Brown
Jeff Brown
President Stratos Wealth Management

What You'll Learn

Advisors have long recognized the need to adjust spending (up or down) through retirement to accommodate changing circumstances. In this webinar we'll hear from two financial planners, Andrew Gray and Jeff Brown, who reject simple pass/fail framing of retirement and embrace adjustment-based…

Read More
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
Register Now
Name
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
What You'll Learn
No content added
Webinar Description

Advisors have long recognized the need to adjust spending (up or down) through retirement to accommodate changing circumstances. In this webinar we'll hear from two financial planners, Andrew Gray and Jeff Brown, who reject simple pass/fail framing of retirement and embrace adjustment-based planning and client communication.

Andrew and Jeff will discuss how adjustment-based retirement income management, a.k.a. "Dynamic Wwithdrawal," differs from accumulation planning and comment on how this shift improves their clients’ psychology and experience. We’ll look at the tools and processes they use to deliver this type of ongoing guidance and get practical tips on implementing this approach.