by Danny L Quant, FIA, Zorast Wadia, FSA, MAAA, EA, and Daniel Theodore, FSA, MAA
Editor’s note: After almost 25 years in employee and consumer financial planning and retirement education, it’s clear to me the importance of plan design in overcoming behavioral finance issues and lack of financial literacy. In the future, it will be […]
Other past issues (earn CE for 2018 and 2017 issues)
Read the entire issue to receive CE!
This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
Print and share
Read other past issues! (CE available for 2018 and 2017 issues)