For many retirees, the over-riding and crucial investment objective is getting the income they need in retirement—without risking they will outlive their assets. This course will provide a framework participants can use for making critical investment decisions. We will develop a superior “distribution strategy”: a practical and realistic solution to the problem of how to get sustainable income from your investment portfolio.
Jonathan Sackson (firstname.lastname@example.org) is currently senior vice president/ financial advisor at Morgan Stanley Smith Barney and has worked in the investment business since 1992. Jonathan has his MBA in finance from Wharton Business School.