October 27, 2022

Understanding and Managing Sequence of Returns Risk in Retirement

If you are retired or planning to retire soon, understanding and managing the concept of sequence of returns risk may go a long way towards improving your chances of a successful retirement.

During our October Buckingham Connects Workshop, Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF took a deep dive into the concept of sequence of returns risk and shared proven mitigation strategies that can greatly improve your chances of a successful retirement.

While you can’t control a volatile market, you can control how you protect your portfolio by speaking with your advisor or scheduling a meeting with a client development advisor today.

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

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