How Much Can I Spend in Retirement?

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How much can clients spend sustainably in retirement? This presentation provides an overview of Wade Pfau’s new book, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, which focuses on sustainable spending from investments. He will explain the financial planning research on sustainable spending from investment portfolios in the face of a variety of retirement risks. You will also learn:

• The origins of the 4% rule
• How various assumptions impact the 4% rule
• Whether 4% rule is appropriate for today’s retirees

Wade will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

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CFP Board® and IMCA® CE credit approved

The CFP Board® has accepted the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations.

IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IMCA®. If you watch the ON-DEMAND event please email us at [email protected] for the IMCA® webinar ID to self-report your attendance.

Speakers

Wade Pfau, Ph.D., CFA
Professor of Retirement Income
The American College

Wade D. Pfau, Ph.D., CFA, is a professor of retirement income in the Ph.D. program for financial and retirement planning at The American College in Bryn Mawr, PA. He also serves as a principal and director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.