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Nonfinancial risks that can threaten retirement security

Robert Pokorski, M.D., MBA

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Many clients are unaware of the nonfinancial threats that can derail their retirement plans. As a result, they often rely on conventional asset accumulation and allocation models that adhere to the following formula: Save money while employed, use funds to generate retirement income and pass remaining assets at death. The problem is that conventional planning doesn't leave room for "life" to happen. Pokorski addresses these concerns so you can help your clients retire with confidence.

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