About the course

Retirement income planning is not fit for purpose. Therefore, Timeline was built to solve a global decumulation problem. Retirees are on track to outlive their savings, so Timeline helps Financial Planners bring their client’s retirement journey to life and answers their big retirement income questions. By using technology, the software transforms extensive empirical asset class and longevity data into a visually dynamic and easy-to-understand story for clients.

Course curriculum

  • 1


    • Welcome to Timeline

    • 101: Why We Built Timeline

    • 102: Sustainable Withdrawal Rates - A Short History

    • 103: 5 Problems Timeline Is Solving For Advisers