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Video: Building an Effective Retirement Portfolio & Retirement Planning Business

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Two retirement experts talk about the pressing issues in investing and retirement preparation. In this interview, Dr. Karen Altfest, Principal Advisor and Executive Vice President of Altfest Personal Wealth Management and Richard Kass, CFP and Partner of KBK Wealth Management discuss:

  • Since the economic downturn, how are they constructing retirement portfolios?
  • How did they account for their reduction in revenue?
  • What kind of a hand-holding and education process was it for clients, and how did they get through to clients about the importance of recommended strategies?

 

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