Zephyr's Adjusted for Risk

How Financial Advisors Can Differentiate Themselves Through Retirement Strategies with Sal Capizzi

March 25, 2024 Ryan Nauman Season 2 Episode 16
Zephyr's Adjusted for Risk
How Financial Advisors Can Differentiate Themselves Through Retirement Strategies with Sal Capizzi
Show Notes

Retirement risks and opportunities are under the microscope during this very fun and insightful conversation with Dunham Trust and Investment Services' Chief Sales & Marketing Officer, Sal Capizzi.

Sal discusses how financial advisors can bring value to their clients through retirement planning and understanding the different retirement strategies. Sal also talks about why it is so important to understand and limit sequence risk and what event financial advisors should start planning for in 2026.

To learn more about Zephyr