No one knows retirement risk better than Jim Otar. Get a clear understanding of the dangers your clients face—and how to deal with them—with Jim’s six CE Corner courses:
Long gone are the days when bonds could reliably fund a client’s retirement. Portfolios are more sensitive than ever to a variety of risks that can leave retirees feeling the heat without proper planning.
No one knows retirement risk better than Jim Otar. Get a clear understanding of the dangers your clients face—and how to deal with them—with Jim’s six CE Corner courses:
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Help clients get the maximum benefit from these accounts
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Report finds the technology is being used to segment clients and generate insights