Retirement Planning: Spending with Less Worry


ID : 2936   

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What’s the optimal annual withdrawal rate on investment portfolios? We examine the popular “4% rule” and other strategies to ensure safe withdrawals. We consider the current high stock market valuation, budgeting, and probabilities of success over the past 150 years. This course is taught by a financial expert who is not working as a financial advisor. 

Tony Elkins recently retired from a 40-year career in private equity and Wall Street. He holds an MBA from NYU’s Stern School in finance and international business.  

Class Details

2 Session(s)
Weekly - Wed

Location
OLLI Building

Instructor
Tony Elkins 

 

Notice

Please read:  IN PERSON: This class meets in person.

Fee:  $32.00


Registration Closes On
Wednesday, September 30, 2026 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
9/30/2026 - 10/7/2026 Weekly - Wed 03:00 PM - 04:30 PM Wilmington, OLLI Building  Map Tony Elkins