Loading Events
Find Events

Event Views Navigation

Upcoming Events › Chapter Luncheons

Events List Navigation

April 2018

Learn How the New “Rule of 30” May Replace the “Bengen 4%” Withdrawal Rule

April 19 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113
+ Google Map

Program Overview Boost Retirement Income with Home Equity Few advisors have developed a standard method for including housing wealth in retirement income planning. In a groundbreaking study published in the October, 2017 Journal of Financial Planning, Barry Sacks, PhD, JD,  Peter Neuwirth, FSA and Stephen Sacks, PhD, describe an innovative “Rule of 30,” which provides that method.  The Rule of 30 demonstrates how coordinating housing wealth with the retiree’s securities portfolio (e.g., 401(k) account or rollover IRA) can enhance cash…

Find out more »
June 2018

Health Care in Retirement – A Retirement Income Challenge and Opportunity

June 14 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113

Program Overview A startling statistic reveals that many couples in retirement today may have to dedicate 40% of their Social Security income to health care costs by age 70 ― up to 76% by age 87.* Health care during one’s retirement years brings significant challenges when planning for sustainable income he or she cannot outlive. However, if you understand the challenges as well as how the health care system works, you can educate clients with strategies that may assist them…

Find out more »
+ Export Events