Ep. 30: Perfecting Plan Design for Retirement Benefits

01/05/2025 35 min Episodio 29
Ep. 30: Perfecting Plan Design for Retirement Benefits

Listen "Ep. 30: Perfecting Plan Design for Retirement Benefits"

Episode Synopsis

In this episode recorded live at The College’s Horizons 2025 conference, Professor of Wealth Management Michael Finke, PhD, CFP® speaks with Fiona Greig, PhD about the current complexities of plan design for employee benefits. They focus on how financial professionals and employers can work with employees and clients to create strategies and solutions to help.
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