Focus on Retirement Planning

When:  Dec 1, 2021 from 11:00 to 15:30 (ET)

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 Balance Sheet™ as the center of a financial plan, mitigating retirement risk, and goals-based portfolio construction.

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