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Case Study: Financial Planning Beyond Retirement
Manage episode 302778793 series 12842
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years.
Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement
819 פרקים
Manage episode 302778793 series 12842
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years.
Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement
819 פרקים
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