How advisors can differentiate themselves through retirement strategies


The risks and opportunities of retirement are under the microscope during this highly entertaining and insightful conversation with Sal Capizzi, head of sales and marketing at Dunham Trust and Investment Services.

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



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