ARE FINANCIAL planners doing enough to help retired clients living off their savings manage their investment risk? This is a question Wessel Oosthuizen, a Certified Financial Planner (CFP) and head of financial planning at Fiscal Private Client Services, put to a conference hall full of CFPs at the Financial Planning Institute’s recent annual refresher session for members.
“What bothers me is how we sometimes focus on the time leading up to retirement, but we don’t bring really good planning for after retirement,” he said.
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