Master the art of managing the “Soon Bucket” in your clients’ portfolios with this focused course on reloading strategies. You’ll learn when and how to reload the Soon Bucket during the annual review process to ensure your clients are always prepared for their short-term financial needs. This course includes a detailed case study, using actual market data from 1999 through 2017, to demonstrate how real-life market conditions affect reloading decisions. Whether you’re working with retirees or pre- retirees, this course will provide you with actionable insights to keep their portfolios resilient and responsive.
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