COVID-19's Impact on Wealth Management |
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During a time of national crisis, clients have many questions about meeting their financial planning goals in the wake of the recent global pandemic. Investors nearing retirement may feel particularly vulnerable and need to recognize how a bear market will impact their lifestyle goals.
The American College of Financial Services' Michael Finke hosted a 1-hour webcast with renowned economist Larry Kotlikoff and Chief Research Officer at Buckingham Wealth Partners, Larry Swedroe, to dissect the macro and micro issues facing your clients. |