Retirement Income Insights with Bill Bengen
What You'll Learn
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…
Tom Dickson
Financial Experts Network
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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.