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Financial Planning And Services
⌖ SAN RAMON, California, United States · 4 years, 2 months ago · 649 views
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Description
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
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
Listing details
CategoryServices
CitySAN RAMON
State / Province / RegionCalifornia
CountryUnited States
Safety first
Meet in a public place, inspect before paying, and never share OTPs, passwords or sensitive banking details.
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