2 days ago

Ep. 33: How to Talk to Your Clients About Retirement Income Planning

Eric Ludwig, PhD, CFP®, director of the Retirement Income Certified Professional® (RICP®) Program, hosts a conversation with Justin Fitzpatrick, PhD, CFA, CFP® of Income Lab, on the best ways to address retirement income planning in client discussions. They talk about how to improve your individual focus, steer clear of common industry jargon, and ensure clients feel heard as you assist them in planning out their future with confidence.

Find all episodes at TheAmericanCollege.edu/Shares.

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