To learn more about RISA, you can click here to download the informational brochure.
To visit the RISA website, click here.
About our Speakers:
Alex Murguía, PhD, is a co-founder of the Retirement Income Style Awareness (RISA®) tool and a co-host of the Retire with Style podcast. He also serves as a Managing Principal for McLean Asset Management and RetirementResearcher. Alex holds a doctorate in clinical psychology from George Washington University and has published many peer-reviewed research articles in a wide variety of academic and practitioner journals.
Wade D. Pfau, PhD, CFA, RICP®is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness (RISA®) tool and a co-host of the Retire with Style podcast. Wade serves as a principal and as the director of retirement research for McLean Asset Management, while maintaining his role as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®)designation program. Holding a doctorate in economics from Princeton University, Wade has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He is a contributor to Forbes, Advisor Perspectives,and an Expert Panelist for the Wall Street Journal. Wade’snewest book is RetirementPlanning Guidebook: Navigating the Important Decisions for Retirement Success.