Educational Session for Advisors - "Optimizing Retirement Income"
Brian O'Leary, RICP?
Principal/Financial Advisor at Semper Financial Group, LLC | USMC Veteran
From 2:00 - 3:30 p.m. on Tuesday, September 12th, The Boston General Office of New York Life is pleased to present guest speaker Wade Pfau, PhD, CFA, American College Professor. Join us as he discusses his award-winning research on how more efficient retirement income solutions can be obtained through a combination of investment portfolios, income annuities, and whole life insurance. Gain exclusive insight on how to practically apply academic retirement research to your clients’ planning. You will not want to miss this exclusive event.
Seats are filling up quickly for this event and it is by invitation only. Please let me know how many you would like to attend and I will get your seats reserved.
When and where?
2:00-3:30 p.m. Tuesday, September 12, 2017 .....
New York Life/NYLIFE Securities
201 Jones Road, 6th Floor
Waltham, MA 02452
You can find out more about Dr. Wade Pfau and his award winning research here:
https://retirementresearcher.com/
Hope to hear from you soon!!
Brian P. O'Leary
617-256-3004