Hosted by Alex Murguia, Ph.D.
Everyone approaches retirement in their own way. Almost everyone will agree with this statement. But very little of the financial advice out there takes it into account. This has been something that has frustrated me for a long time, so I set out to quantify how people think about retirement income – which led to the creation of the RISA®
In this workshop Alex 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.
Alex is the managing principal for McLean Asset Management. In addition to his management responsibilities, he is one of the primary contributors to our content.
He has published numerous articles in the leading peer-reviewed journals in the financial planning industry and is a frequent speaker at many of the financial planning profession’s leading conferences. In addition, he has been quoted in the New York Times, the Wall Street Journal, InvestmentNews, and various other industry publications regarding his thoughts on the industry, practice management, and retirement income planning.
He also founded inStream Solutions. A leading retirement financial planning software company used by some of the nation’s largest financial advisory firms.
Alex graduated with a Ph.D. for The George Washington University.
Being part of a company that positively impacts the lives of its clients while also providing our team the means to live their lives well, raise a family, and be a positive influence in their community.
Watching—with my wife—our children experience the world around them for the first time.
Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan