内容简介
AcompanionWorkbooktothetextRetirementPortfoliosRetirementisoneofthemostimportantpartsofthefinancialplanningprocess.Yetonlytwopercentoffinancialadvisorsdescribethemselvesascompetentinretirementplanning.Constructingaretirementportfolioisviewedasadifficultendeavor,andthedemandsfacingfinancialadvisorsresponsibleforthistaskcontinuetogrow.Thepressuresareparticularlyintenseduetoeventssuchasthefinancialcrisisandoncomingrushofretiringbabyboomers.Itisimperativethatfinancialadvisorsbeequippedandreadytocreateappropriateretirementportfolios.That′swhyMichaelZwecher–aleadingexpertonretirementincome–hascreatedRetirementPortfoliosandtheRetirementPortfoliosWorkbook.InthetextRetirementPortfolios,leadingretirementincomeexpertMichaelZwecherprovidesfinancialprofessionalswithcompletecoverageofthemostimportantissuesinthisfield.TheRetirementPortfoliosWorkbookoffersyouawealthofpracticalinformationandexercisesthatwillsolidifyyourunderstandingofthetoolsandtechniquesassociatedwiththisdiscipline.ThiscomprehensivestudyguideProvideschaptersummariesandendofchapterquestionstothemainbookTestyourknowledgeoftheinformationaddressedinRetirementPortfolios,beforeyouputittoworkinrealworldsituationsHelpsyoulearntosolveproblemswhilesettinguptoolsyoucanuseinpracticePutsthemanagementofrisksrelatedtoretirementportfoliosinperspectiveIfyouwanttogainafirmunderstandingoftheinformationoutlinedinRetirementPortfolios,thelessonswithinthisworkbookcanshowyouhow.
作者简介
MICHAELJ.ZWECHERisaleadingexpertonretirementincome.Hehascreatedguidance,designedproducts,tools,andportfolioconstructionsthatappealtothefinancialadvisorcommunityandtheirclients.Zwecherco-chairsthecurriculumcommitteeoftheRetirementIncomeIndustryAssociation.HespentovertenyearsatMerrillLynch,holdingseniorrolesinriskmanagementandwealthmanagement,whereherantheInvestmentManagementStrategicSolutionsteamintheFinancialProductsGroup.PriortoMerrill,hewasaconsultantwithDeloitte,anassistantprofessorattheGraduateSchoolofBusinessAdministrationatFordhamUniversity,andavisitingassociateprofessorattheUniversityofWisconsin–Madison.ZwecherholdsaPhDinfinancefromtheUniversityofWisconsin–Madison.