Why do successful "accumulators" outlive their money? Because the investment rules change in retirement. John P. Daly, founder and wealth manager at Daly Investment Management, LLC will discuss the research that has identified the critical factors that lead to success or failure in retirement and distilled them down to three elements. Attendees will come away from the program understanding the risks to retirement income portfolios and how they need to plan to avoid failure.
Event Type(s): Adult NF Programming
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