Financial Planning and Services

Prepare for the Rebound

Wednesday, September 14th at 12 p.m. PST

Join us for a FREE webinar, earn 2 CE Credits* and discover how to increase rebound gains while reducing risk for clients ages 55 and up.

With guest speaker Phil Walker, Vice President of Strategic Partnerships – Retirement Strategies Division and Cornerstone Partner of the National Financial Planners Association.

New discoveries in risk reduction that can dramatically grow client portfolios
Explore strategies that enable you to safely increase withdrawal rates
How to prevent portfolio liquidation in down markets