Integrated Approach to Retirement Planning feat. Dr. Michael Finke, CFP, Bear's Best, Thursday, 24. October 2019


You're invited to attend a complimentary educational presentation. During this presentation you'll hear from Dr. Michael Finke, CFP®, Dean and Chief Academic Officer at The American College as he discusses strategies for maximizing retirement income, including insurance solutions based on proven, award-winning retirement research*.




*Dr. Michael Finke, CFP® is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments and individual investor behavior. His research conducted with The American College professor, Wade Pfau, questioning the 4% rule was published in the Journal of Financial Planning and won the 2014 Montgomery-Warschauer award for the most influential article in the publication. He had previously won the award with Thomas Langdon in 2013. Dr. Finke has published more than 50 peer-reviewed articles and is widely quoted in many of the nation’s leading consumer publications, including The Wall Street Journal, The New York Times, Time, and Money Magazine.



This presentation is for informational purposes only. The guest speakers appearing at this seminar are solely responsible for the content of their presentations which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


Integrated Approach to Retirement Planning feat. Dr. Michael Finke, CFP

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