Case Study: Financial Planning Beyond Retirement

<p>Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. </p><p>Read the Article: <a href='https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement'>https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement</a> </p>