Shares

Ep. 30: Perfecting Plan Design for Retirement Benefits


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In this episode recorded live at The College’s Horizons 2025 conference, Professor of Wealth Management Michael Finke, PhD, CFP® speaks with Fiona Greig, PhD about the current complexities of plan design for employee benefits. They focus on how financial professionals and employers can work with employees and clients to create strategies and solutions to help.

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SharesBy The American College of Financial Services

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