Identifying and Defining the Planning Gap
This podcast focuses on the differences in investor and adviser retirement expectations – and specifically quantifies the “gaps” in retirement income planning that advisers will need to focus on closing with their clients and potential clients. Matt Sirinides, InvestmentNews' Senior Research Analyst, presents the findings in detail in this podcast, which was excerpted from the hour-long webcast, “How investors think vs. advisers plan for retirement income.”
Related Planning Gap Resources:
To access the full “Planning Gap” webcast, click here.
To download the full “Planning Gap” study, click here.
To view the “Planning Gap” microsite, which includes access to additional retirement income planning tools and resources, click here.
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