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Commentary

Portfolio Makeover Week 2020 Highlights

Christine Benz shares her key takeaways from Portfolio Makeover Week 2020. 

Christine Benz has been doing portfolio makeovers for several years. What were her key takeaways from Portfolio Makeover Week 2020? Here is what she had to share.  

Retirement 
Among the most common makeover applicants are individuals nearing retirement and seeking a second opinion. Benz describes retirement planning as a "complicated business."