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Monthly retirement income workshops and an additional dedicated Q&A session on the topic
Every other month retirement income book club
Every other month financial planning office hour meet ups to discuss your specific concerns
Quarterly live investment committee review where we analyze a short list of investment vehicles across appropriate asset classes
Academy forums to discuss a variety of financial planning topics and concerns
On demand webinar archive
Downloadable resource files with over 40 implementation plans and calculators to help you make more informed retirement decisions.

Bob French, CFA
Director of Investment Analysis

Wade Pfau, Ph.D., CFA, RICP
Founder of Retirement Researcher

Alex Murguia, Ph.D.
CEO of Retirement Researcher