An Asset Allocation Strategy Your Clients Will Actually Understand

Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®, adjunct professor of advanced planning and co-director of the American College Center for Retirement Income, is joined by Jason L. Smith, founder and CEO of Clarity to Prosperity Mastermind Group and the author of the best selling book “The Bucket Plan,” to introduce a process that helps financial professionals uncover more about their clients while also helping their clients to better connect the dots during the retirement planning process.