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Episode 10: What Makes a Retirement Planner Different From an Investment Adviser Representative?

Sep 30, 2019

Patrick speaks about the timing and criteria of transitioning from an Investment Adviser Representative to a Retirement Planner.

Here are just a handful of the things that we'll discuss:

  • Are you approaching the crossroads of retirement?
    • There is still hope if you are near retirement without a nest egg
    • Is there a need for your nest egg to continue to grow?
    • Can your portfolio stand the test of time?
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The booklet is provided for informational purposes and is publicly available. AEWM and Landing Financial Group are not affiliated or endorsed by the IRS.