FPA New England Half Day In-Person Meeting 

Please join us for our first in-person meeting of the season.

Registration from 9:00 to 9:30 am 

Session 1: Steven Ryder, President and Founder of True North Networks, Inc. will present: Lessons Learned from SEC Audits. This session will include an overview of the current cybersecurity threat landscape, along with cybersecurity and resiliency observations and reporting from the Office of Compliance Inspections and Examinations.

Session 2: Dr. Derek Tharp, Lead Researcher at Kitces.com, an Assistant Professor of Finance at the University of Southern Maine will discuss: How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies.  

This presentation examines how real retirement spending patterns change traditional retirement withdrawal strategies. Specifically, commonly used retirement spending assumptions are compared to actual retirement spending patterns of retirees. This comparison reveals that typical assumptions of constant real spending often overstates retirement spending. As a result, commonly assumptions may overstate retirement savings need. Accounting for more realistic retirement spending results in higher safe withdrawal rates than prior research has typically indicated. Typical assumptions also fail to account for the potential to make adjustments in retirement that can keep a retirement spending plan on track.

Boxed lunch will be provided. 2 CFP Ce's pending approval