Retiring the 4% Rule – Modern Retirement Spending Strategies

In-person

This Money School course explores why the traditional 4% withdrawal rule no longer fits today’s market, inflation, and longevity realities. Attendees will learn modern, dynamic spending frameworks — such as guardrails, risk-based spending, and floor-and-upside approaches — and how to adjust withdrawals as conditions change. The focus is on practical, evidence-based methods for creating flexible, sustainable retirement income plans.

This class is taught by Robert Jeter, Financial Advisor from Back Bay Financial Planning & Investments and an instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

This workshop is presented by The Money School. Log in to register and to view the full class listing.

Registration is requested and walk ins are welcome, as space allows. To register by phone, call 1-302-298-3250.