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Speaker Profile

DEREK THARP
PH.D., CFP®, CLU

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Specializes In: Retirement saving and spending research
Travels From: Portland, ME
Pricing: $3-5k In Person
$1-2k Virtual

 

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Session Descriptions


How Earnings Growth Throughout the Lifecycle Impacts
Retirement Savings Strategies
.Docx PDF
Rethinking Monte Carlo Results for Better Client Conversations .Docx  PDF
How Real Retirement Spending Patterns
Change Traditional Retirement Withdrawal Strategies
.Docx PDF