||1 of 1 people found the following review helpful.| Book on RIIA's Essential Readings List|By Francois G. Gadenne|It is worth noting that this workbook and its companion book are on the Essential Readings list for the RMA designation [Retirement Management Analyst(sm)].
Mike Zwecher's books focus on one of three fundamental retirement planning/flooring strategies identified in the RMA curriculum: - "Investment-|From the Back Cover|In Retirement Portfolios, leading retirement income expert Michael Zwecher provides financial professionals with complete coverage of the most important issues in this field—from creating portfolios that protect your client's re
A companion Workbook to the text Retirement Portfolios
Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to even...
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You easily download any file type for your device.Retirement Portfolios Workbook: Theory, Construction, and Management (Wiley Finance) | Michael J. Zwecher. I have read it a couple of times and even shared with my family members. Really good. Couldnt put it down.
