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Guest Expert: Andrew Gray, CFP®, CRPC® and Jeff BrownAdvisors have long recognized the need to adjust spending (up or down) through retirement to accommodate changing circumstances. In this webinar we'll hear from two financial planners, Andrew Gray ...
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A few comments from listeners:
I'm a new (2 month) user of Income Lab. I was interested to hear from the panel ideas for presenting the information to clients and keeping it at a high level. They did a good job providing some ideas for staying out of the weeds.
- Jeffrey Z.
Great planning tool and insight on transitioning the planning focus for a client from the accumulation phase to the income/distribution phase.
- James M,
Just having the integrated model to solve for all situations is very powerful
- John O.
I'm a new (2 month) user of Income Lab. I was interested to hear from the panel ideas for presenting the information to clients and keeping it at a high level. They did a good job providing some ideas for staying out of the weeds.
- Jeffrey Z.
Great planning tool and insight on transitioning the planning focus for a client from the accumulation phase to the income/distribution phase.
- James M,
Just having the integrated model to solve for all situations is very powerful
- John O.
I'm a new (2 month) user of Income Lab. I was interested to hear from the panel ideas for presenting the information to clients and keeping it at a high level. They did a good job providing some ideas for staying out of the weeds.
- Jeffrey Z.
Great planning tool and insight on transitioning the planning focus for a client from the accumulation phase to the income/distribution phase.
- James M,
Just having the integrated model to solve for all situations is very powerful
- John O.