Course Description

Evidence Based Retirement PlanningOver the last few decades there has been a quantum leap forward in understanding how to plan for a successful Retirement. Research clearly demonstrates which approaches are most likely to succeed as well as those involving unnecessary risk that are more likely to fail.

This course outlines the current best evidence to help you make informed decisions regarding your retirement plan. The goal is to provide you with specific techniques to maximize your spending power, not run out of money, and have assets left for a legacy (should you desire to do so).

What You Will Learn:

  • The 3 withdrawal techniques
  • Best asset classes to use for each technique
  • Pros and Cons of each technique

Who Should Attend:

  • Individuals and couples between the ages of 50 and 70
  • Those concerned about the how the financial markets may affect their retirement plans
  • Baby Boomers looking for guidance based on academic research


See the course catalog for Personal Financial Management to register. Select the dates you wish to attend and pay the course tuition fee.


Tuition includes: Getting Your FINCANCIAL HOUSE in Order Workbook, Guide to 10 Elements of a Successful Retirement and access to all the Academic reports cited in class Additional handouts of the PowerPoint slides may be available for $10, to be paid directly to the instructor.

Your Instructor is a veteran of the industry (over 19 years), Scott Campbell, President of Austin First Financial, Inc.