Thursdays
Automated portfolio tracking against the client's stated goals
TEST
TEST
Ongoing assessment of sustainable withdrawal, suitability and success rate
TEST
TEST
Abraham Okusanya is the founder and CEO of timelineapp, the next-gen retirement income software used by financial advisers and institutions to create and manage sustainable withdrawal strategies for clients. With users in seven countries - including the US, UK, Canada, Australia and Ireland - timelineapp’s vision is to help 10 million baby boomers face retirement with confidence.
© 2021 | Timelineapp®
11am - 12:15am
Central Time (US and Canada)
LIVE WEBINAR
On this webinar, we'll demonstrate how to;