Case Study: Financial Planning Beyond Retirement

Original Air Date: September 18, 2021  

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. 

Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement