Show clients how not to run out of money – create a robust, sustainable withdrawal strategy.
On this webinar, we'll discuss how to;
• Mitigate sequence risk with dynamic rules-based withdrawal strategies such as Guyton’s Guardrails, Floor and Ceiling Rule, and the Kitces’s Ratcheting Rule
• Identify the optimal dynamic spending strategy for clients.
• Demonstrate the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes
• Prepare them for market declines and agree up-front how you’ll deal with them
• Bring longevity risk to life - show clients the probability of outliving their portfolio
• Craft their personalised withdrawal policy statement