Joe Becker, Wade Pfau, & Paul Waldeier
Pre-retirees are facing the perfect storm of risks. Inflation is spiking, yields are low, markets are volatile, taxes are unpredictable – all while Americans are reaching new peaks of longevity. You can’t predict what’s going to happen next. But you can help investors prepare. Join us for a discussion on innovative structured strategies using Defined Outcome Funds. These strategies can help you better control investment outcomes – providing a unique return profile distinct from traditional stocks and bonds, offering clients upside agility, downside protection, and substantial tax advantages.
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