TRI-COUNTY EPC OF THE VILLAGES

Clients expect clarity on how much they can safely withdraw from their portfolios in retirement—but is the “4% rule” good enough or too simplistic? In this 60-minute session, we step back and look at the bigger picture: what recent research says about safe withdrawal rates, how evolving market conditions challenge old assumptions, and why planning should consider a more nuanced approach including taxes, longevity, and investor behavior.

Speaker Bio:

Dr. Michael A. Crain is an academic and practitioner. Mike is a CPA licensed by the State of Florida. He holds several certifications including the designation of Chartered Financial Analyst (CFA) from the CFA Institute. He earned his doctor of business administration (finance) degree from Manchester Business School in England at the University of Manchester. Mike is a past chairman of the American Institute of Certified Public Accountants’ business valuation committee and has been inducted into the AICPA Business Valuation Hall of Fame. He is a recipient of AICPA's Lawler Award presented by Journal of Accountancy for best article of the year.

Mike is the co-author or contributing author of six texts and has written extensively in practitioner journals. Mike has practiced for over 40 years mostly in forensic accounting and valuation and has testified many times as an expert witness. He has been on faculty at Florida Atlantic University. Mike still consults with clients and is a senior advisor with Miami based Kaufman Rossin CPAs.