Webinar Registration

Guided Spending Rates:
Rethinking “Safe” Initial Withdrawal Rates

Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, May, 1

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

David Blanchett, PhD, CFA, CFP®

Managing Director, Portfolio Manager and Head of Retirement Research PGIM DC Solutions

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

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

Join David Blanchett to learn a fresh perspective on how to estimate optimal portfolio withdrawal rates for retirement by integrating spending flexibility (i.e., dynamic withdrawals) and an outcomes metric that better captures the anticipated retiree sentiment regarding various potential outcomes. By more accurately incorporating retiree decisions and preferences, these “guided spending rates” are notably higher than the conventional “4% Rule” and be used by advisors and retirees as a more realistic target for spending levels during retirement.

Note: David's presentation has been pre-recorded. Any questions submitted will be answered on a best-efforts basis.