Preparing for the Rebound: A New Discovery in Risk Reduction

Philip Walker
1
1
Main
5/6/2022
11:30 AM - 12:30 PM

Learn how a little-known withdrawal strategy can not only increase long term portfolio gains but also drastically reduce market risk for retirees by a factor of ten times for mass affluent investors. This session will cover these findings as recently published from a study in the Journal of Financial Planning.

Learning Objectives:

  • Understand the Coordinated Withdrawal Strategy and why it works.
  • Learn why this is primarily for the mass affluent investor ($500,000 - $1.5 Million in investable assets)
  • Review how this strategy works as a significant added layer of risk reduction.

This session is sponsored by Finance of America Reverse, LLC.

Sponsors