Oct 10, 2019
Shifting from accumulation to the distribution phase in retirement poses various challenges for personal financial planners. Jamie Hopkins, JD, LLM, CFP, director of retirement research for Carson Wealth, discusses these challenges and the reasons to focus on safety in a decumulation portfolio. Hopkins will speak at greater length on this topic at PICPA’s 2019 Personal Financial Planning Conference on Nov. 7 at Penn State Great Valley.
To read the full transcript click here.