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• Inspiring Client Trust: Insights from the Latest Research on Risk Assessment

  
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  Sheila Ohlund, CPA, CFA, MBA – Attavita Risk ### 811637###Presenter
• International & Cross-Border Knowledge Circle
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• International Reception
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• Investigating the Role of Whole Life Insurance in a Lifetime Financial Plan

  
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  Wade D. Pfau, PhD, CFA – The American College for Financial Services ### 794322###Speaker
• Investment Planning Knowledge Circle
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• Is Household’s Risk Perception a determinant of a Household’s Portfolio Choices? Evidence from the 2012 Wave of Health and Retirement Study
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