Sponsored By

Brought to you by Informa Connect's Zephyr, from the shores of Lake Tahoe

Adjusted for Risk: How Advisors Can Differentiate Themselves Via Retirement StrategiesAdjusted for Risk: How Advisors Can Differentiate Themselves Via Retirement Strategies

Dunham Trust's Sal Capizzi details how advisors can bring value to their clients through retirement planning and understanding the different retirement strategies.

Ryan Nauman, Market Strategist

March 26, 2024

Retirement risks and opportunities are under the microscope during this very fun and insightful conversation with Sal Capizzi, the chief sales and marketing officer at Dunham Trust and Investment Services.

Sal discusses how financial advisors can bring value to their clients through retirement planning and understanding the different retirement strategies. Sal also talks about why it is so important to understand and limit sequence risk and what event financial advisors should start planning for in 2026.

To learn more about Zephyr
To learn more about Dunham Trust and Investment Services

About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.