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Calendar of Events

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Nov 2021

Date/Time Event
11/03/2021
11:30 am - 1:00 pm
November Zoom Lunch Meeting

How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies

Presented by: Derek Tharp, PhD, Lead Researcher at Kitces.com

Dr. Tharp’s presentation examines how real retirement spending patterns change traditional retirement withdrawal strategies. Specifically, commonly used retirement spending assumptions are compared to actual retirement spending patterns of retirees. This comparison reveals that typical assumptions of constant real spending often overstates retirement spending. As a result, commonly assumptions may overstate retirement savings need. Accounting for more realistic retirement spending results in higher safe withdrawal rates than prior research has typically indicated. Typical assumptions also fail to account for the potential to make adjustments in retirement that can keep a retirement spending plan on track.

Please note the start time of this LUNCH meeting

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Dec 2021

Date/Time Event
12/01/2021
7:30 am - 9:00 am
December LIVE Meeting

In Person TBD!

Check back here for more details!

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