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March Quarterly CE Meeting
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When: March 16, 2017
11:45 a.m.
Where: Hilton Garden Inn
530 Pennsylvania Avenue
Ft. Washington, PA  19034
United States
Contact: Chris Stewart, Chapter Administrator

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"Sustainable Spending for Retirement"

This session will focus on the probability-based school of thought on retirement income developed by financial planners since the 1990s.  The concept of safe withdrawal rates and the 4% rule developed from William Bengen's analysis of the US historical data.  After explaining his approach and further refinements to the core methodology, the session shifts to consider the impacts of a number of key issues and assumptions behind the 4% rule. finally, guidance will be provided on thinking more broadly about a retirement income strategy that moves beyond studying sustainable withdrawal rates from a financial portfolio.

Presenter Wade Pfau, Ph.D., CFA is Professor of Retirement Income at The American College and Director of Retirement at McLean Asset Management.  To read more about Wade go to

Two CFP® CE Credits have been approved for this session.  PA Insurance CE Credits are pending approval at this time.

Lunch will be served.  To register please click here.


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