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Listen "Case Study: Financial Planning Beyond Retirement"
Episode Synopsis
Original Air Date: September 18, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement
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