Creating a Robust, Sustainable Withdrawal Strategy for Clients


Thursdays

TopicsHosts

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


  • 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.

OUR USERS SAY

Automated portfolio tracking against the client's stated goals

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Ongoing assessment of sustainable withdrawal, suitability and success rate

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Abraham Okusanya is the founder and CEO of timelineapp, the next-gen retirement income software used by financial advisers and institutions to create and manage sustainable withdrawal strategies for clients. With users in seven countries - including the US, UK, Canada, Australia and Ireland - timelineapp’s vision is to help 10 million baby boomers face retirement with confidence.

© 2021 | Timelineapp®

SAVE ME A SEAT

11am - 12:15am 

Central Time (US and Canada)

LIVE WEBINAR

On this webinar, we'll demonstrate how to;

Meet the Hosts


Starting Again Soon