2556 - Spending in Retirement: Current Strategies and Techniques being used by Financial Planners.
How to best spend your financial assets during retirement is always a daunting task. Given today's low interest rate environment and high equity valuations, the problem of determining a sustainable spending rate is even more challenging! Join us for a lighthearted but invigorating discussion of current "best practices" being used by financial planners. Time to pull back the curtain! We'll look at the historic context for current "rules of thumb", and explore what evidence-based approaches tell us about solutions to today's challenges. Different approaches to modeling spending patterns and investment returns will be discussed. Students would be well served to have attended our Investments and Finance in Retirement course previously, but no formal prerequisite is required. The goal will be to keep the discussion at a general plain English level, but underpinned by current research into the various topic areas. Lecture (plus Questions), Facilitated Discussion
Required fields are indicated by .
For security reasons and the protection of your personal information, your session will time out due to a period of inactivity in minute(s) and second(s). Click Extend My Session to continue.For security reasons and the protection of your personal information, your session timed out after a period of inactivity. You will be redirected to the home page.