Withdrawal Strategies: The Under-Appreciated Opportunity for Advisors
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The accumulation phase of retirement planning receives much attention, but it is only part of the service an advisor will provide their clients. Please join us to explore an underappreciated opportunity to add value for your clients – withdrawal strategies. We will be exploring tax aware withdrawal strategies that will extend your client’s horizon. Conventional wisdom on the subject is incorrect – we will reveal impactful insights in consideration of different circumstances and serve as a primer for your exploration of the topic for your clients. Dr. William Reichenstein is a leading expert on the subject matter.
Dr. William Reichenstein, CFA | Dr. William Reichenstein is Professor Emeritus at Baylor University. He has written more than 190 articles for professional and academic journals and several books including Social Security Strategies, 3rd ed. (2017) with William Meyer. He helped develop the leading software package on when to begin Social Security benefits (www.ssanalyszer.com) and software that helps clients coordinate 1) when to begin Social Security benefits and 2) how to tax-efficiently withdraw funds from their financial portfolio in retirement (www.incomesolver.com). He is a frequent contributor to Journal of Financial Planning and Financial Analysts Journal. In addition, he is a member of Wall Street Journal’s “The Experts” panel. Back To Top ^^
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Registration Fees Registration is now closed. Walk-ins Welcome. |
Valet Parking: $18
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
John DeFonso, CFA, CPWA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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