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A goal-based approach to retirement income planning
September 17 @ 11:00 am - 12:00 pm
Join Michael Finke, Professor and Frank M. Engle Chair of Economic Security, The American College of Financial Services, for insights into goal-based retirement planning. You’ll learn about:
- Developing customized retirement income plans through a goal-based process
- Managing lifestyle volatility, not just portfolio numbers
Understanding lifestyle tradeoffs related to investment and longevity risk