09.10.07

Retirement security white paper launched

Posted in FYI at 2:04 pm by Administrator

Context, analysis, choice data, big picture — this is really the crux of the white paper.
Uses of it: education for professionals, share in seminars or workshops, customize portions for client education, etc.

I will use this blog to post occasional commentary when the makings of a trend emerge, events or news of significance arise, or there is a proverbial ‘aha’ moment. This could be seen as my version of a software update patch for the white paper. If demand is sufficient, I’ll offer a formal update of the paper at update pricing.
The format for distributing this work is the pdf in an attractive layout with a 55-slide set (plain formatting by design) for quick reference or other uses. There are several preview pages of both WP and slides. Have a look!

09.06.07

White paper on retirement security coming soon

Posted in FYI at 2:34 pm by Administrator

“Retirement Security in the 21st Century: Considerations and Risks in Building the Infrastructure” will be available hopefully by the end of next week. It should shave considerable research time from busy professionals’ lives.