The need for retirees to implement informed portfolio spending strategies is more critical and complex than ever. Join Hank Lobel, CFA, CFP, an investment analyst with Vanguard's Investment Strategy Group, for this webinar as he takes an in-depth look at Vanguard's three-pronged retirement spending strategy that can be customized to meet your clients unique goals.
Level of Complexity: Intermediate
June 05, 2018
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00