RIIA® News: Retirement & CEFs – An Industry Q&A – #9

Is a closed end fund (CEF) useful in providing retirement income? That depends – on your strategy and your client’s needs. Financial planning professionals share their perspective with Chris Allen, founder and principal of Investius, at RIIA’s 2017 Summer Conference in July.

RIIA’s RMA online program can help you understand the client’s situation and develop a strategy for product selection. Learn more at www.riia-usa.org. The next class begins in early 2018.

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