THE VOLATILITY SHIELD

Course Description
Getting to retirement is the easy part. Making sure you don’t run out of money before you run out of retirement is the hard part. In this course, you will learn a simple solution to eliminating two of the greatest risks facing your retirement, sequence of return, and withdrawal rate risk. If not addressed, the sequence of return and withdrawal rate risk can derail your retirement assets up to 15 years sooner than if you eliminate them.

Learning Objectives:
Recall why the sequence of return and withdrawal rate risk is such a problem in retirement
Identify what a safe withdrawal rate is in retirement
Identify why the average annual rate of return is useless once you retire
Determine a simple solution you can use to eliminate sequence of return and withdrawal rate risk

Testimonies

Cindy Frankland (G-TEKT North America Corp)
“Excellent webinar! Dave Hall puts in plain English the importance of sequence of return risk. The example he uses illustrates clearly how dramatic the effect when retirement calculations use average annual return versus actual annual return. Wow!….and a little scary.”
    
Delfin Facundo (Delfin A. Facundo Jr. CPA)
“Dave was concise, precise and showed concrete illustration , easy for the listener to absorb. Gives a sense of mastery about the subject; my wife who sat beside me was very impressed. Let’s get him do more of webinar on this subject. Del Facundo, Tustin CA”
    
Adina Awai (Tax Factor Corporation)
“I’ve learnt quite a bit from this webinar. Mr. Hall seems to be well knowledgeable about the topic on what I need to do to make my retirement last 15 years longer. Now I can help my clients and even apply to my situation for my upcoming retirement.”