Conserving Client Portfolios During Retirement#194015
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Course Description
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This is a Beacon Hill Course-in-a-Book™ –CE courses based that are on popular industry books written specifically for financial advisors.
From the publisher: "The leading edge of the baby boomer wave will pass through age 60 this year. Retirement looms large for them and the 20-year generation that follows. Although many in the generation have saved to supplement their retirement, they will probably live longer in retirement than any previous generation, so they must grapple with questions about how to manage that money and make it last. . . . .The book addresses the problem of sustaining withdrawals from a client's portfolio during retirement, while minimizing the risk of exhausting that portfolio prematurely . . . .The purpose of this book is to present the author's groundbreaking research into this topic, presenting new material as well as an update of the original research in a comprehensive, authoritative form. ."
Course Information
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Course Text:
Conserving Client Portfolios During Retirement by William P. Bengen, CFP® (2006, FPA Press)
Course-in-a-Book™ courses include a hardcopy book, study guide, and an online exam.
If you already own the book, you may purchase just the online exam.
Field of Study: Retirement Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #195656).