Dynamic Retirement Spending Strategies

Wednesday, October 13th at 2:00pm ET

Inflation-based retirement spending is a common approach when modeling financial plans for your clients. Now with RightCapital, you are able to plan retirement spending based on real-time portfolio performance. Advisors are now able to present multiple retirement plan outcomes utilizing different dynamic retirement spending strategies. 

Join us for a special CFP® CE approved presentation featuring WealthBox to explore retirement spending options, including dynamic spending capabilities that automatically respond to unpredictable markets, and learn how to incorporate these strategies into your financial planning process. 

During this presentation, we will: 

  • Provide an Overview of Retirement Spending Strategies 
  • Cover Inflation-Based, Staged Spending, & Retirement Spending Smile 
  • Highlight Guardrail and Floor/Ceiling Dynamic Spending Capabilities 
  • Explore a Case Study Modeling Various Retirement Spending Options 
  • Provide a Live Demo of Wealthbox CRM and its Integration with RightCapital 

This presentation is approved for 1 CFP® CE credit.

About RightCapital

RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.

Interactive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engaging visualization tools drive home the impact (and value) of the financial professional’s retirement, insurance, and tax-planning recommendations. And a modular-based platform provides the ultimate in flexibility.

RightCapital is the fastest-growing financial planning software company in the country. Its rapid innovations, class-leading features, and unbeatable value have revolutionized the financial planning experience and delivered the solutions that today’s financial professionals demand.

Register for the Webinar!