Executive Compensation
Chartered Retirement Plans Specialist (CRPS) Professional Designation Program (Kaplan)
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Retirement Planning
Defined-Benefit Plans Remain a Planning Opportunity (Journal Article)
This article appeared in the July 2018 Journal of Financial Service Professionals.
Retirement Planning
Diving into Longevity Economics: A Financial Services Backgrounder (Journal Article)
This article appeared in the July 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
Do Annuities Improve Retirement Outcomes? (FSP Archived Webinar)
Program Overview Do annuities improve retirement outcomes? For years, that’s been the question. Join industry expert, Dr. Michael Finke, for a discussion on annuities and how they really impact your clients’ retirement – both emotionally and financially. Dr. Finke will provide data-driven perspectives to help build your practice, as he addresses these questions: Is the [...]
Retirement Planning
This article appeared in the May 2018 Journal of Financial Service Professionals.