Skip to main content

Financial Planning with Alex Kotlikoff with Alex Kotlikoff

Tuesday, October 1, 2019 at 4:00 PM ET

Join Alex Kotlikoff as he uses Maxifi to show how you can answer your client's biggest question; i.e. how much can I spend? Maxifi is built on timeless economic principles that help clients maximize their living standards (a.k.a. spending). Maxifi's optimization engine raises client living standard by calculating tax-efficient retirement withdrawal dates, optimizing the use of Roth and traditional IRA, and identifying optimal Social Security claim strategies. 

Form container
Personal Info
Register Now
Survey Data