08.03.2023 - Dynamic Withdrawals
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Managing a Client’s Dynamic Withdrawals
Presented by Andrew Gray, CFP®, CRPC® and Jeff Brown
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.
Attendees Comments:
A few comments from listeners:
I'm a new (2 month) user of Income Lab. I was interested to hear from the panel ideas for presenting the information to clients and keeping it at a high level. They did a good job providing some ideas for staying out of the weeds.
- Jeffrey Z.
Great planning tool and insight on transitioning the planning focus for a client from the accumulation phase to the income/distribution phase.
- James M,
Just having the integrated model to solve for all situations is very powerful
- John O.
I'm a new (2 month) user of Income Lab. I was interested to hear from the panel ideas for presenting the information to clients and keeping it at a high level. They did a good job providing some ideas for staying out of the weeds.
- Jeffrey Z.
Great planning tool and insight on transitioning the planning focus for a client from the accumulation phase to the income/distribution phase.
- James M,
Just having the integrated model to solve for all situations is very powerful
- John O.
I'm a new (2 month) user of Income Lab. I was interested to hear from the panel ideas for presenting the information to clients and keeping it at a high level. They did a good job providing some ideas for staying out of the weeds.
- Jeffrey Z.
Great planning tool and insight on transitioning the planning focus for a client from the accumulation phase to the income/distribution phase.
- James M,
Just having the integrated model to solve for all situations is very powerful
- John O.