Back to List

September CFP CE Webinar: “The Retirement Distribution Hatchet” hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®.s.

Important points:

  • Realistic changes in expected income needs and non-portfolio income sources like Social Security are included in the picture, we need a more powerful approach to income guardrails.
  • Guardrails based on total, holistic income risk provide a more generalizable and intuitive way to plan for dynamic retirement income.