William P. Bengen first developed the 4% withdrawal rate as a rule of thumb for retirement spending in 1994. Now Bengen himself is retired and able to offer insights on everything he has learned about retirement saving and spending over the years. This event is CFP-eligible.
DESIGNED FOR
Tax professionals who serve individual clients
CPA financial planners and other professional financial planners
- Practitioners who provide Tax, retirement, estate, investment, and/@or Risk management planning services
BENEFITS
- Identify the latest thinking straight from the original creator of the well-known 4% rule.
- Determine how to create, monitor, and adjust the withdrawal plan for long-term success.
HIGHLIGHTS
The latest thinking on the 4% rule
How to guide clients towards a financially successful retirementCOURSE LEVEL
Intermediate
PREREQUISITES
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning