Webinar Registration

Supercharging the 4% Rule:
Retirement Income Insights with Bill Bengen
Date: Wednesday, November, 19 2025 01:00 PM
CE Eligible
Duration: 90 minutes
Bill Bengen
Bill Bengen
Author | Retirement Researcher

Bill Bengen is a retired financial planning practitioner. In 1994, he pioneered safe withdrawal literature by studying a constant spending strategy. The result was the “4% Rule,” discussed in detail on another page of this website. This led to my receiving a number of awards, including NAPFA’s Robert J. Underwood Distinguished Service Award (2014) the Investment News Innovators Award (2017), and the Inside Information Iconoclast Award (2023). His new book is “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More."

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Few names in financial planning carry as much weight as Bill Bengen, the father of the 4% Rule. In this CE-eligible webinar, Bill will share the latest evolution of his groundbreaking research on sustainable withdrawal rates — insights that continue to shape how financial planners design retirement income strategies.

Advisors will gain a deeper understanding of:

  • The origins and evolution of the 4% Rule — now updated to the “4.7% Rule” based on expanded asset classes
  • How to build and customize a retirement withdrawal plan that accounts for time horizon, tax status, legacy goals, and asset allocation
  • The critical role of inflation regimes and market valuations in determining “SAFEMAX,” the highest safe initial withdrawal rate
  • Real-world case studies that highlight how to adjust withdrawal plans during market downturns, inflationary spikes, and periods of uncertainty

Bill will also discuss his new framework for selecting withdrawal rates using Shiller P/E ratios and inflation trends, helping planners better align withdrawal strategies with today’s challenging market environment. Join us for a rare opportunity to learn directly from an industry legend and walk away with actionable strategies you can apply immediately in client conversations and retirement income planning.

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.