Troubleshooting the 4 Biggest Shocks to Retirement Plans

Sequence of returns, inflation, long-term care costs, and unexpected early retirement pose serious risks to today’s retirees. This session unites Benz's expertise in personal finance education, Anspach's on-the-ground experience building retirement income plans, and Finke's academic rigor in behavioral finance and wealth management. Discover practical strategies that help safeguard client portfolios and navigate complex planning decisions with confidence.