<p> A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®</p>

A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®

Opportunities and Obstacles for a Successful Retirement

Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.

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Produced by the Investments &amp; Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.

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Opportunities and Obstacles for a Successful Retirement

Opportunities and Obstacles for a Successful Retirement