Super Session 10: Retirement Planning: Are You a Curve, a Triangle or a Rectangle?

Date: 
Monday, May 1, 2017 -
1:30pm to 2:45pm
Speakers: 

Session type:

Reading the popular, professional and academic literature on investment, wealth and retirement planning confuses both the casual and dedicated observer because it reveals contradictory, yet prescriptive findings.  The contradictory nature of the literature is troubling for clients and their advisors whose successful relationship is predicated upon being informed, prudent, and defensible.  Learn how the Retirement Income Industry Association's "View Across the Silos" approach to the industry and research literature makes current observtions on the nature of a client-focused test that helps resolve contradictions and suggests new directions for on-going, future research.