Managing a Client’s Dynamic Withdrawals

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.