Review Detail

 
Redo: Teaching Clients About Retirement Portfolio Distribution Versus Accumulation; Craig Israelsen’s Portfolio Design CE Course, February 2023
Webinars
snelson64
Top 500 Reviewer
View all my reviews (30)
9.0
Average Attendee Rating
Poor Average Excellent

Some really good info on framing withdrawals for clients.

Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account