1
-
2
of
2
results (0.43 seconds)
Sort By:
-
Retirement Counseling - A Valuable Employee Benefit
session discussion is about the history of retirement planning, current state of the profession, responsibilities ... responsibilities and duties of the retirement counselor, the future of the industry. Retirement planning; 15836 ...- Authors: William E Coffey, Carol S Humple, Peter Neuwirth
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
-
Integrating Home Equity & Retirement Savings: "Rule of 30"
Integrating Home Equity & Retirement Savings: "Rule of 30" A strategy is ... "Rule of 30" A strategy is shown to yield greater amount and sustainability of retirement ...- Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Portfolio management - Finance & Investments