Founder and Chief Executive Officer of Sensible Money, LLC.
Dana founded her fee-only registered investment advisory firm with the goal of providing the type of planning needed to align her clients’ finances for their transition out of the workforce. She is the author of Control Your Retirement Destiny and Social Security Sense. She earned a BS from the University of Florida.
How do you make sure a client's portfolio can deliver reliable retirement paychecks as they transition into retirement? Asset-liability matching is one way to do it. It's a process that's been used by pension plans for years, where they match investments to the point in time where they will need to be consumed. In this presentation you'll why clients love this approach and how to apply it to your portfolios.
Tuesday, December 8, 2020
3:05 - 3:55 p.m. EST