Journal of Financial Planning: November 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: November 2023 November 2023 More from this issue Health and Care for LGBTQ+ Clients By Frank Summers, CFP®, ADPA November 2023 Revisiting William Bengen’s ‘SAFEMAX’ Portfolio Withdrawal Rate By Christopher M. Duquette, Ph.D. November 2023 The Succession Dance: Equity and Management Transitions By David DeVoe November 2023 Related Events February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
Revisiting William Bengen’s ‘SAFEMAX’ Portfolio Withdrawal Rate By Christopher M. Duquette, Ph.D. November 2023
February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger