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
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
David Blanchett
David Blanchett, PhD, CFA, CFP®
Managing Director, Portfolio Manager and Head of Retirement Research PGIM DC Solutions

What You'll Learn

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…

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What You'll Learn
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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.   

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
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.