The Value of Professional Advice: Retirement Planning
- 14 mins 46 secs
Advisors and their retiree clients are often faced with two competing goals: balancing the ability of a retiree to maintain, or perhaps improve, their lifestyle in retirement while avoiding the risk of that retiree running out of money. This session discusses unique elements of a retirement planning that financial advisors must solve for. It also reviews how to develop a holistic, comprehensive plan with which clients buy-in, and how to best communicate the value of professional retirement advice.Channel: PIMCO
PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the nearly 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.