Wealth Management | Podcasts
RISA Profiles in Retirement Planning
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® continue their conversation on the Wealth, Managed Podcast with retirement planning expert Wade Pfau, PhD, CFA, RICP® with an analysis of RISA (Retirement Income Style Awareness) Profiles and how they can improve clients' income and quality of life in retirement. Wade is a Professor of Practice at The American College of Financial Services teaching in the Retirement Income Certified Professional® (RICP®) Program.
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October 01, 2021
October 01, 2021
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