Events
Chapter Meetings
Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.
Upcoming Events
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Nov 2021
| Date/Time | Event |
|---|---|
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11/03/2021 11:30 am - 1:00 pm |
November Zoom Lunch Meeting
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 |
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal StrategiesDec 2021
| Date/Time | Event |
|---|---|
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12/01/2021 7:30 am - 9:00 am |
December LIVE Meeting
In Person TBD! Check back here for more details! |