Durham-Orange Estate Planning Council Meeting
Date: Tuesday, October 9, 2018
Time: 11:45am - 1:00pm
Location: Hope Valley Country Club -- Durham
Speaker: Kent Fisher, Financial Advisor at Old Peak Finance
The 4% Rule: the Good, the Bad, and the Ugly.
A high-level overview of one of the cornerstones of financial planning. Kent Fisher teaches a 6-week course on retirement spending as part of the Osher Lifelong Learning Initiative (OLLI) at Duke University. A key component of the course is an overview of the much discussed 4% rule. What it is, how you incorporate it into a financial plan, and most importantly - its limitations and applicability given today’s unique financial conditions. The 4% Rule: the Good, the Bad, and the Ugly will explore this important financial planning tool from a 360 degree perspective.
