Live Webinar

Creating a Robust, Sustainable Withdrawal Strategy for Clients 

  • Tuesdays

Kumar Patel

9:00am - 10:30am

AM Pacific Time (US and Canada)


  • Thursdays  

Abraham Okusanya

10:00am - 11:15am 

Central Time (US and Canada)

Show clients how not to run out of money – create a robust, sustainable withdrawal strategy

On this webinar, we'll demonstrate how to;

  • Mitigate sequence risk with dynamic rules-based withdrawal strategies such as Guyton’s Guardrails, Floor and Ceiling Rule, and Michael Kitces’s Ratcheting Rule.
  • Identify the optimal dynamic spending strategy for clients. 
  • Illustrate the impact of asset allocation decisions, rebalancing, glide paths, fees, and taxes.
  • Prepare clients 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.