October is officially upon us, and that means it’s time for another recap from the June Mastermind Collegium in Cleveland. In this edition, Brian Sak, CFP®, CLU®, ChFC® discusses how he and his team utilize bond alternatives to help clients avoid interest rate risk and sequence of returns risk while saving annual fees and growing their capital base.
Top Advisor Showcase: Brian Sak
Published October 5th, 2018 in News, Updates and Announcements | No Comments »