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In this session, Eric Ludwig, PhD, CFP®, RICP®, Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP, and Christine Benz discuss innovative strategies for managing retirement income. The conversation covers traditional and modern methods for withdrawing retirement funds, emphasizing the importance of adaptability in financial planning. Key topics include the 4% rule, bucketing strategies, dynamic spending rules, and how market conditions impact safe withdrawal rates. Learn practical insights and research-based guidance to help navigate clients through the complexities of retirement income.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Describe traditional and modern methods for withdrawing retirement funds, including the 4% rule and bucketing strategies.
- Discuss the benefits and challenges of dynamic spending rules in retirement income planning.
- Explain practical strategies for financial advisors to help clients adapt their retirement income plans to changing market conditions and individual needs.
Presenters
Eric T. Ludwig, PhD, CFP®, RICP®
Jamie Hopkins, Esq., CFP®, ChFC®, CLU®, RICP®, LLM
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Retiring is a Change Management Issue
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