Dear students, we are updating our phone systems on Tuesday 5/16/2023 in order to serve you better. For the best experience please listen closely to the options and make sure you have your student ID # ready. Check your portal homepage for more information.

Drawing Down Retirement Savings in a Pandemic

Drawing Down Retirement Savings in a Pandemic

The American College of Financial Services
August 7, 2020

In the COVID-19 world, the rules of the road in retirement planning have shifted drastically. Retirees must balance a spending slowdown that could buoy their finances with plummeting stock values and fluctuating portfolios that could jeopardize everything they’ve worked for years to build.

WMCP® program director Michael Finke says the key to sustainable withdrawal rates during the pandemic is for advisors and clients to know when and where they’re more likely to spend. More in this article from Kiplinger.

Invest in your career with a professional designation.

To continue providing value to your clients, you have to go well beyond the usual investment advice. Through the Wealth Management Certified Professional® (WMCP®) designation program, you can master behavioral finance and learn the advanced strategies needed to create efficient, individualized portfolios that are attuned to each of your client’s unique needs and values. Offer your clients more.

Learn More