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Preparing For The Rebound - A New Discovery In Risk Reduction

A ground breaking and newly published study in the Journal of Financial Planning demonstrates how a simple withdrawal strategy can reduce risk by 10 times for Mass Affluent retirees. Eligible for 2 CE credits for CFPs. Presented by Phil Walker, Co-Author "To Reduce the Risk of Retirement Portfolio Exhaustion, Include Home Equity as a Non-Correlated Asset in the Portfolio" and author of "The Boomer Effect".

Feb 2, 2023 02:00 PM in Eastern Time (US and Canada)