Compendium of Sustainable Withdrawal Rates, Part 1

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course “Purpose-Driven Sustainable Withdrawal Rates” first before taking this course.

 
Accreditation Details 
Financial Planning Standards Council: 2.00 credits
 
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