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D
Determining a Client's Retirement Income Style

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Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services ### 175285###Presenter###Professor###The American College for Financial Services###
Presenter: Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services
###
Documents Clients Need to Keep on File: Untangling the What, Why, and Where of Document Retention

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Michael Lecours, CFP® – fpPathfinder ### 1389540###Speaker###Co-Founder###fpPathfinder###
Speaker: Michael Lecours, CFP® – fpPathfinder
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