Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell
In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.