Building a Retirement Portfolio For Clients Working In Retirement

Reporter: Brian O'Connell



Deadline: Jun 22, 2017 7:00 pm

More and more, financial advisors are grappling with clients who haven’t saved much for retirement – and who plan to continue working in retirement, given their need for income. How does an advisor build an investment strategy around that “working in retirement” model? What are your best strategies? What challenges do advisors face in this area? How realistic is to to plan for a big retirement savings campaign for underfunded Americans who plan on working in retirement?

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