No planning stage is more complex and emotional than retirement. Two top advisors talk about key moments in the process, what they have learned counseling pre-retirees and how to think about that “next chapter”.
Evan Simonoff, Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Rick Adkins, President/CEO, The Arkansas Financial Group, Inc
Dan Moisand, Principal, Moisand Fitzgerald Tamayo, LLC