Hosted by Bob French, CFA
The funds you include in your investment portfolio matter. And there are a lot of people saying a lot of things about which funds you should include in your investment portfolio. But what does that even mean? And once you do select the funds you will use, how do you monitor them effectively through time to make sure they stay the right funds?
During this workshop Bob will detail:
Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.
If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com
You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
No, we are not offering refunds for membership subscriptions.
Sadly, the membership site is only available for purchase by individuals in the United States.
Bob is responsible for McLean’s investment strategy. In this role, he ensures that McLean stays at the cutting edge of financial innovation, and helps clients understand how to make the most of their investments within the broader framework of their retirement income plan.
Bob grew up around finance, and he started his career with Dimensional Fund Advisors. While there, he oversaw a data analysis program for financial advisors and helped them think through how to use data to illustrate their client discussions – including when not to use the numbers and focus on the intuition behind the numbers. Following Dimensional Fund Advisors, Bob joined inStream Solutions to help them develop one of the most complete financial planning analytics tools on the market.
Bob joined the McLean team to continue working to understand how investments fit in the broader retirement income paradigm, and to have a chance to work directly with clients to help them develop a more complete understanding of how everything fits together.
Bob grew up in Hanover, NH, and now lives in Portland, ME with his wife and two daughters.
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