COVID-19's Impact on Wealth Management
During a time of national crisis, clients have many questions about meeting their financial planning goals in the wake of the recent global pandemic. Investors nearing retirement may feel particularly vulnerable and need to recognize how a bear market will impact their lifestyle goals.
The American College of Financial Services' Michael Finke hosted a 1-hour webcast with renowned economist Larry Kotlikoff and Chief Research Officer at Buckingham Wealth Partners Larry Swedroe to dissect the macro and micro issues facing your clients.
TBA
Invest in your career with a professional designation.
Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.
