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WMIQ
  • Introduction
  • Takeaways and Suggestions
  • Focus More on Risk, Less on Performance
  • Specificity About Retirement Income/Expenses
  • Approach Retirement Income/Expenses Differently
  • Tackle the Annuity Puzzle a New Way
  • Decumulation Requires a Broader Approach
  • WMIQ Welcome
  • Testing this
  • FlexShares – The Race to Scalability 2022
  • Pershing – The Wealth Management Firm of the Future (old)
  • WMIQ Welcome
  • Testing this

Lifeworks’ Ron Bullis

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