Join industry expert John Rafferty of Rafferty Annuity Framing for a conversation on preparing for an increasingly pensionless future. He’ll discuss how you can help clients simplify the complex as they navigate today’s retirement income planning landscape
- Understand key factors needed in any retirement income planning process
- Identify which factors are known and unlikely to change, and which are unpredictable, yet still require planning
- Clarify the impact of “known” and “unknown” factors to clients and help them better prepare a financial road map
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