One of the main goals of investing is to provide for income in retirement – spending! A critical part of any retirement plan is a spending plan (which is not the same as a budget!), that sets out how much money can be safely spent each year, and how this amount may vary depending on changing circumstances and changing market returns. Ultimately, a good spending plan helps keep clients’ investments on track.

Presentation  (40 mins)

CE/CPD hours

If you missed this session at Finology Summit 2023, you can watch it on-demand. However, to earn CE/CPD hours for o...