2 thoughts on “What matters most in retirement planning

  1. Hi Robert

    I manage an independent broker dealer in Canada. We are financial planning focused and only market/sell managed assets (ie no direct bonds or securities) working with companies such as SEI, Russell and Fidelity, among others. I have seen you speak before and am an active reader of your site. I am wondering what fees you charge for speaking engagements.

    We are holding our Top Performers Conference neat May in Naples, Florida and I would be interested to gauge your interest in speaking about your perspectives re Retirement Planning in the USA.

    Cheers

    Andy

    Andy Mitchell, MBA
    President, Worldsource Financial

    TEL 905 940 0992
    FAX 905 940 1410

    http://www.worldsourcewealth.com
    This e-mail may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. If you received this e-mail in error, please advise me (by return e-mail or otherwise) immediately.

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