One Time Event: Why the Coordinated Withdrawal Strategy Works

This is an exclusive training for FAR partners to learn and be able to better discuss the Coordinated Withdrawal Strategy with financial advisors and have a better understanding of the findings published in the Journal of Financial Planning.  Presented by Phil Walker and Dr Barry Sacks, Co-Authors of the study “To Reduce the Risk of Retirement Portfolio Exhaustion, Include Home Equity as a Non-Correlated Asset in the Portfolio” published in the Journal of Financial Planning this past December.

Trainer: Phil Walker, FAR – Retirement Strategies

To register for the class please click here.

Remember the class will be held at 2 pm, EST (11 am, PST)

HOW to Join the Webinar

1. REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
2. JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
   1. AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
   2. TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
3. ACCESS CODE: Then put in the access code followed by #.
4. AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!