The Peak 65 wave is cresting…and your clients in or approaching retirement need the assurance that their assets will last as long as they do. Get insights from three leading retirement planning experts on how you can create custom strategies to make that happen.

Join Eric Ludwig, PhD, CFP^®, Jamie Hopkins Esq., LLM, CFP^®, ChFC^®, CLU^®, RICP^®,  and Christine Benz for this 50-minute session as they discuss innovative strategies for managing retirement income. They’ll cover both traditional methods for withdrawing retirement funds as well as the latest approaches, with adaptability foremost in mind. Key topics include:

• The efficacy of the “4% rule”
• Basics of “bucketing” strategies
• Insights on dynamic spending rules
• How market conditions impact safe withdrawal rates

Access now to get practical, research-based guidance to help your clients navigate the complexities of retirement income; then, subscribe to Knowledge Hub+ to earn College and CFP Board CE for this session.

Like what you see — and want more? This session is just one of eight episodes hosted by Eric and Jamie and one of over 80 sessions delivering the latest in applied financial knowledge that is CFP Board-approved for CE available on Knowledge Hub+!