Dec 19, 2012

An Advisor’s Role in Retirement Planning

DO NOT ALTER! This file is for Master Chromeless settings across all SM Players. This player is for single video files. No Playlist capabilities.

Today there are about 78 million baby boomers moving through retirement, providing a big opportunity for advisors to help. John Geenen, managing partner for Waterfront Financial Group, talks about sequence of returns in retirement planning, and the importance of establishing sturdy accumulation and distribution phases in order for clients to safely enter retirement.