About
Setting an appropriate retirement withdrawal rate is one of the most studied problems in financial planning but determining the optimal amount without prematurely depleting assets continues to be a topic of debate. In this webinar, we will explore practical ways in which retirees can help make their savings last longer without compromising their standard of living and the potential drawbacks of those techniques.

This webinar is pending acceptance from the CFP® Board, Fi360 and Investments & Wealth Institute (IMCA) for one continuing education (CE) credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC® and RMA® Designations.
When
Thu, Nov 18, 2021 · 12:00 PM Central Time (US & Canada) (GMT -6:00)
WEBINAR ENDED
Agenda
  • The historical background of safe withdrawal rates
  • Understanding safe withdrawal rates for the future
  • Portfolio and non-portfolio strategies for maximizing retirement income
Presenters
1629230351-1d03fc99386e182b
Aron Szapiro
Head of Retirement Studies and Public Policy Morningstar Investment Management LLC/Morningstar, Inc.
1635876857-aed2513a6cab5950
Christine Benz
Director of Personal Finance and Retirement Planning Morningstar, Inc.
1635876887-aec8e341d2dda744
Jeffrey Ptak, CFA
Chief Ratings Officer Morningstar Research Services LLC
1635877290-638ad7fa1a515613
John Rekenthaler
Vice President, Research Morningstar Research Services LLC