With Guest Speaker,
Phil Walker
Vice President of Strategic Partnerships – Retirement Strategies Division and Cornerstone Partner of the National Financial Planners Association.
Safely increase withdrawal rates
Reduce portfolio risk up to 10 times with traditional planning methods
Explore New Strategies
Ideal For 55+ Clients
Explore ways to prevent portfolio liquidation in down market
Earn 2 CE Credits *
*Optional CFP Continuing Education Credits have a cost of $8 per credit
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