Thursdays

• 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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TEST

Ongoing assessment of sustainable withdrawal, suitability and success rate

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TEST

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®

11^am - 12:15^am 

Central Time (US and Canada)

LIVE WEBINAR

On this webinar, we'll demonstrate how to;

Toyosi Lewis is the Pension & Technical Consultant at Timelineapp. His experience is in Financial Services and consulting (“Big-4”). Toyosi has the IMC qualification and is a member of the CFA Society of the UK and the Chartered Insurance Institute. Toyosi is one of our content contributors and is often writing articles on retirement and the sustainable withdrawal framework.