Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Managing Risk Is a Strategic Objective, Part 8
The Retirement Cafe July 8, 2016
"Risks tend to be the bad outcomes that most or all retirees face. Not everyone has children or wants to retire in Florida, but no one wants to go bankrupt, see their purchasing power eroded by inflation, or go broke late in life as the result of long-term care expenses.... [T]hey all belong in the Mission Statement, even though we may create the lists separately because that's the way we think. 'I want to retire in Florida' and 'I don't want to be wiped out by inflation' are both strategic objectives."
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