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 Opportunities in Real Estate now and 1031 and 721 Exchanges with Forum Investment Group Wed, Mar 25, 2026 Willie G's 1640 W Loop S 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
Opportunities in Real Estate now and 1031 and 721 Exchanges with Forum Investment Group Wed, Mar 25, 2026 Willie G's 1640 W Loop S
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger