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Planning for Retirement: Exploring Income Options Beyond Savings 00:10:00

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Monte works to craft and implement clients’ financial plans, from drafting trades to analyzing client portfolios. He works with Karen to create retirement plans to help clients look into the future and to restructure their portfolios to get them where they’d like to be. He conducts research on behalf of RIS’s investment committee and appreciates working as a team to create great client experiences.

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