Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Video: Building an Effective Retirement Portfolio & Retirement Planning Business

Your article was successfully shared with the contacts you provided.

Sponsored by

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?




© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.