Focus on Retirement Planning 2021 | Investments & Wealth Institute | 1 December 2021 | Webinar
Venue
Webinar
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| Event Date | Wed Dec 1 EST (about 3 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Retirement planning must be a client-centric process and address the unique mindsets retirees face as they transition from accumulation to decumulation. Drawn from the RMA® curriculum, this event highlights practical frameworks for developing a Household Balancesheet™ as the center of a financial plan, mitigating retirement risk, and goals-based portfolio construction.
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