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Retirement Planning should be separated from the Investment Implementation of the plan. This research paper explains why and how this is done.
(click on image to go to homepage) A future manuscript to come ... stay tuned ... - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - A research paper, "Changing Retirement Planning," based on the below presentation was submitted for the 2006 Financial Frontiers Awards Excellence in Financial Planning and Wealth Management presented by Janus and the Financial Planning Association®Purpose of the Financial Frontiers Awards The purpose of the Financial Frontiers Awards is to promote advanced research on wealth management and financial planning topics that will provide ground-breaking ideas and practical solutions to financial services professionals. We aim to increase and extend the body of knowledge in financial planning and wealth management and encourage the best thinkers in the financial services industry to share their knowledge with the community. Submissions may extend current theory or practice, identify wholly new areas of inquiry, or be original insights on the science of financial planning and wealth management. Topics may include retirement planning, practice management, general financial planning, investments, and trust and estate planning. For more, go to http://financialfrontiersawards.org/You may read the Research Paper here. The below presentations will be submitted for 1 hour of Continuing Education (CE) credit for CFP® Practitioners by the Board of Standards. ### Evolution of What You are Trying to do. Click here for powerpoint version. ### Two presentations that explains the application of withdrawal rate research: In Search of ... The Numbers - Application. A Practical Application of Withdrawal Rates for the Pre-retiree. Click here for powerpoint version. or In Search of ... The Numbers - Historical. A Practical Application of Withdrawal Rates. Click here for powerpoint version. ### The below presentation has been granted 1 hour of Continuing Education (CE) credit for CFP® Practitioners by the Board of Standards. "Changing Retirement Planning." Click here to view the powerpoint version Click here to view or print a pdf version
If you don't have powerpoint viewer installed ... click here to download microsoft's powerpoint viewer program.
The author may be available, with some short notice to fit my daily schedule, to do either of these presentations with you live on the web (via a webinar) with voice over the phone. With advance scheduling, I may also do an online presentation for a group. With lots of advance scheduling, I may be able to do a live-in-person presentation (speaker fees are waived; transportation and hotel are asked to be covered; negotiable). Contact me through the email link on the left nav bar. For those who would like to read past and ongoing research into retirement planning, and particular into sustainable withdrawal rates, that can be found at the Journal of Financial Planning online article archives |
Page updated 1 Jun 07
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