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June 3, 2016 - Last month, InvestmentNews had their annual Retirement Income Summit in Chicago. As you might have guessed, 3D was there. Our COO, Sheryl O’Connor, was in attendance along with our good friend and business partner Phil Lubinski. And I must say, Phil was quite a hit. The first day at the conference he was on a panel with a few other industry professionals talking on the topic of “The Best and Worst Practices for Decumulating Assets in Retirement". As usual, armed with some creative anicdotes and an uncanny ability to connect with the audience, he stole the show and left advisors with much to think about.

After the presentation, Phil had the opportunity to sit down for an interview with Lorie Konish of InvestmentNews and talk a little more about his philosophy behind retirement income planning and how to the bucket strategy can help financial advisors manage their clients’ emotions. He also talked about his partnership with 3D Asset Management, and how we worked together to create the program and technology behind the strategy to help advisors manage their clients retirement income plans.

Check out the entire interview here:  How a Bucket Strategy for Retirement Income Helps Manage Client Emotions.