Overview
A companion Workbook to the text RetirementPortfolios
Retirement is one of the most important parts of the financialplanning process. Yet only two percent of financial advisorsdescribe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficultendeavor, and the demands facing financial advisors responsible forthis task continue to grow. The pressures are particularly intensedue to events such as the financial crisis and oncoming rush ofretiring baby boomers. It is imperative that financial advisors beequipped and ready to create appropriate retirement portfolios.That's why Michael Zwecher-a leading expert on retirementincome-has created Retirement Portfolios and theRetirement Portfolios Workbook. In the text RetirementPortfolios, leading retirement income expert Michael Zwecherprovides financial professionals with complete coverage of the mostimportant issues in this field. The Retirement PortfoliosWorkbook offers you a wealth of practical information andexercises that will solidify your understanding of the tools andtechniques associated with this discipline. This comprehensivestudy guide
- Provides chapter summaries and end of chapter questions to themain book
- Test your knowledge of the information addressed inRetirement Portfolios, before you put it to work in realworld situations
- Helps you learn to solve problems while setting up tools youcan use in practice
- Puts the management of risks related to retirement portfoliosin perspective
If you want to gain a firm understanding of the informationoutlined in Retirement Portfolios, the lessons within thisworkbook can show you how.
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