By Cindy Hounsell, JD, President of Wiser, Mary Beth Franklin, CFP®, and Betty Meredith, CFA, CFP®, CRC®, President of Int’l Retirement Resource Center
Below is an adaptation of the live webinar delivered by Cindy Hounsell, Mary Beth Franklin, and Betty Meredith in 2016. Their comments have been edited for clarity and length.
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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. Read the entire issue and pass the online quiz to receive continuing education credit.
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