Columbus Bogleheads Local Chapter Meeting - Sunday, 3/8/2025 at 3-5pm
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Kurt Koelling
Mar 8, 2025, 11:26:08 AM3/8/25
to Columbus Bogleheads
Here is the agenda for our March meeting at the Columbus Main Library on 96 S. Grant Ave. - Room 3A
2pm - 3pm “pre-meeting” informal chat on the library’s first floor by Carnegie Café
3pm - 5pm Meeting in Room 3A
1) Group intro
2) Personal intros
3) Short presentation on Dynamic Safe Withdrawal Strategies. This is a brief review of a paper titled "The State of Retirement Income 2024", a Morningstar Portfolio and Planning Research Study authored by Christine Benz and colleagues which was published a few months ago.
1) Group intro
2) Personal intros
3) Short presentation on Dynamic Safe Withdrawal Strategies. This is a brief review of a paper titled "The State of Retirement Income 2024", a Morningstar Portfolio and Planning Research Study authored by Christine Benz and colleagues which was published a few months ago.
4) Initial questions by new members
5) Additional questions/discussions
5) Additional questions/discussions
5:05pm Dinner at Matt and Tony’s Kitchen+Tavern at 340 E. Gay Street
Looking forward to seeing many of you!
Kurt Koelling
(filling in for Mark Vonder Haar while he enjoys vacation!)
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