Cocoa Financial Planner Attends National Retirement Income Conference
CHICAGO—May 11, 2018—Bob Rall, CFP®, recently attended the InvestmentNews Retirement Income Summit in Chicago to learn the latest in retirement planning research and strategies to help clients enjoy a more successful retirement.
Rall, founder and CEO of Rall Capital Management, attended the 12th annual conference April 30 and May 1 to get insights into changes affecting retirement planning and investing.
“I’ve been in this business for nearly three decades and know how important it is to stay current on planning issues,” said Rall, a CERTIFIED FINANCIAL PLANNER™ professional. “I’m committed to continuing education because it helps me serve the community in which I live.”
Rall said conference speakers discussed the economic, political, and legal changes that affect retirees’ personal finances. Workshop topics included using home equity to create retirement income, retirement benefits for non-retirees, new rules for Social Security, and health care costs and options.
Rall Capital Management is an independent, fee-only financial planning and investment management firm that works with both pre-retirees and retirees. Rall said that conferences such as the Retirement Income Summit provide updated strategies he can use to help clients achieve a better return on life.
For more information on the InvestmentNews Retirement Income Summit, visit the webpage at http://www.investmentnews.com/section/event?eventID=RIS.
About Rall Capital Management
Rall Capital Management is an independent, fee-only firm with a focus on building quality, long-term relationships. Founded in 2004, the firm is family owned and operated, and strives to serve other families so that they achieve a better return on life. Rall Capital Management provides financial planning and investment management services through its locations in Cocoa, Florida, and Columbus, Ohio. For more information, visit the Rall Capital Management website at RallCapital.com.
Bob Rall, CEO and Founder
Rall Capital Management
511 Delannoy Ave. #2
Cocoa, FL 32922
Phone: (321) 452-1251