For Financial Planners

Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets

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An impactful study published in the Journal of Financial
Planning has led to a sequence of returns withdrawal
strategy that will:

1. Help clients take control of their retirement journey.
2. Dramatically improve retirement plan success rates.
3. Help preserve and grow your clients’ retirement assets
(...even if they are taking systematic income distributions.)

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*Offering 2 CE Credits for Certified Financial Planners