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Transitioning from accumulation to retirement can be a complicated process, and requires strong advisor-client preparation and communication. Join Wade Pfau, PhD, Professor of Retirement Income at the American College, and David Lau, Founder & CEO of DPL Financial Partners, for a discussion of Wade’s new Retirement Planning Guidebook, designed to empower advisors and clients to navigate the financial and behavioral decision-making that fosters retirement success.

Topics of discussion include:

  • Understanding your retirement investing style, and how to identify your clients’ retirement income preferences
  • Key decisions and timing for clients as they near retirement
  • Strategy considerations for income, managing taxes and risk, healthcare, and more

Navigating the Important Decisions for Clients' Retirement Success

Transitioning from accumulation to retirement can be a complicated process, and requires strong advisor-client preparation and communication. Join Wade Pfau, PhD, Professor of Retirement Income at the American College, and David Lau, Founder & CEO of DPL Financial Partners, for a discussion of Wade’s new Retirement Planning Guidebook, designed to empower advisors and clients to navigate the financial and behavioral decision-making that fosters retirement success.

DPL


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DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
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