Conversations with Claris: Distribution Phase Planning

When we talk to clients about retirement, the focus often tends to be on the accumulation phase where time is spent building up funds to support the desired lifestyle. Hear from Claris President Stan Royer and Senior Vice President + Wealth Advisor Scott Iverson as they discuss the importance of distribution phasing and how it plays a crucial role in controlling your retirement outcome.

https://youtu.be/sHITk7Qc52s

Interested in learning more about our investment approach, or have a Conversations with Claris topic to suggest? Contact Claris Advisors below.

Share:
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email

Related Posts