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The AAII Central Florida Chapter presents...


"Debunking the 4% Rule"

    Discussed by:

    Raul Elizalde
    President, Path Financial LLC

The 4% rule states that you can safely withdraw 4% of your retirement portfolio and expect that it will last through retirement. William F. Sharpe, a Nobel Prize winner in economics, called it the “most endorsed, publicized and parroted piece of advice that a retiree is likely to hear.” We will explore this rule in depth and see whether it offers good guidance during retirement.

Attend This Meeting and Learn...
Why this rule implies some assumptions about markets that may not be realistic
What investments make sense in a portfolio that must last through retirement
How to estimate a withdrawal rate that makes sense for you

  MEETING DETAILS
Date:
Wednesday, November 14, 2012
Time:
6:30 – 7:00 p.m.    Registration/Social/Refreshments
7:00 – 8:00 p.m.    Program
8:00 – 8:30 p.m.    Q&A
Location:
University Club of Winter Park
841 N. Park Ave.
Winter Park, FL 32789
[ Map This Location ]

Payment:
In Advance (by 11/12)
AAII Member and Family, $5/person; Nonmembers, $7/person
At the Door (space permitting) Everyone, $10/person
No Refund

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