Purpose-driven Sustainable Withdrawal Rate

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for Canadian portfolios. In this course, he shows market history is not the only variable that impacts the SWR. The intended use of withdrawals is also a large factor in determining the SWR.

Accreditation Details 
IIROC: Professional Development 2.00 credits
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