The Stage is Set for Serving the Retirement Needs of the Middle Market
Betty Meredith, CFA, CFP®, CRC®, Director of Education, and Research, InFRE Editor’s note: This presentation was delivered at the 2013 Financial Planning Association Annual conference By Betty Meredith, CFA, CFP®, CRC®, Director of Education, and Research, InFRE I recently observed two of eight focus groups held to capture how the middle market retirees today, ages 63 to 75, …