Case Study: Risk Management and Your Retirement Savings Plan

Published: July 9, 2018, 7:52 p.m.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss how risk tolerances are affected by your time horizons, and what happens with your financial plan and time horizons when you’re blindsided by a life event.