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 FPA MI | Lunch & Learn Webinar May 2026 Thu, May 14, 2026 Virtual through Zoom FPA Austin May 19 Members and Partners Only Lunch Meeting at Dimensional Tue, May 19, 2026 Dimensional, 6300 Bee Cave Road, Bldg One, Austin 78746, 11:15 am-1:00 pm 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
FPA Austin May 19 Members and Partners Only Lunch Meeting at Dimensional Tue, May 19, 2026 Dimensional, 6300 Bee Cave Road, Bldg One, Austin 78746, 11:15 am-1:00 pm
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger