How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income.
In this video, Chris asks about getting clients comfortable spending their nest egg – a process that may take years.
RIIA’s RMA online program has a key component focused on planning for long life. Learn more at www.riia-usa.org and join the next class which begins September 11th. Registration is now open.
We’ll keep you updated as each new video becomes available.