This webinar will discuss new thinking and strategies about how to best sequence withdrawal in retirement.
Robert N. Gordon, President, Twenty-First Securities Corporation
Dr. William Reichenstein, CFA, Pat and Thomas R. Powers Chair in Investment Management, Baylor University; Principal, Social Security Solutions, Inc
Craig Adamson, RMA, CRC, CRPS, PRP, President, Adamson Financial Planning
Complimentary CE credit available!
Investment Management Consultants Association® (IMCA® delivers the premier investment consulting and wealth management credentials and world-class education. IMCA's Certified Investment Management Analysts® (CIMA®) certification is specifically for financial professionals who want to attain a level of competence as an advanced investment advisor. The Certified Private Wealth Advisor® (CPWA®) is for wealth managers working primarily with high-net-worth clients.