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In lieu of a live demo appearance at Finovate Spring in San Francisco this year, we had an opportunity to run a virtual demo of the newly updated IncomeConductor system.

“How would you feel if the market was down 30% and you needed to sell stocks to fund your retirement income?” We often discuss staying afloat during this hypothetical situation as a major advantage of adopting time-segmented retirement income planning. Suddenly, however, the discussion is not so hypothetical. IncomeConductor CEO Sheryl O’Connor was recently featured…

WealthConductor Co-Founder Phil Lubinski, CFP® was invited to speak on the Advisor Success Series, a podcast series hosted by 3D Asset Management, Inc. Over the course of two sessions, Phil discusses a broad array of experiences advisors face when serving retired clients and shares valuable insights from his lengthy and successful career. In these podcasts,…