Modern Retirement Theory (MRT):
Retirement Planning through 4 prioritized funds
Retirement Planning through 4 prioritized funds
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, January, 29 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors


What You'll Learn
Modern Retirement Theory (MRT), developed in 2008–2009 by Jason K. Branning, CFP®, RICP®, and M. Ray Grubbs, PhD, is a safety-first, goal-driven approach to retirement planning. MRT rests on six premises: (1) retirement is an absolute goal; (2) planning must be individualized…