I’ll be participating next week at the RIIA spring Advisor Forum Week, teaching how to use to R-MAP to build a lifetime or retirement policy statement based on the household balance sheet–an allocation based on the numbers of your household finances, not fear about the market (“risk tolerance”) or arbitrary investment formulas.

Join us for a deep dive into financial planning that put the client and the household balance sheet and not the investment portfolio at the center of the process. For more information go here:

The RIIA Advisor Forum Week