Lubinski, Matsko to be Featured in America’s Elite Financial Advisors Interview Series; Income Planning Experts to Reveal Key Insights and Views on the Industry’s Approach to to Boomer Retirement Security
Two of the nation’s leading experts on retirement income distribution planning, Philip G. Lubinski, CFP® and Briggs A. Matsko, CFP®, will be featured in my new interview series called “America’s Elite Financial Advisors.” Both Lubinski and Matsko have spent years developing and implementing income-generation strategies for their respective retail clients. Their success in income planning has not only catapulted them to elite status in terms of production, it has also positioned them as thought leaders and retirement income gurus to other advisors eager to master the strategically important specialty of income distribution planning.
Matsko is Executive Vice President of California Fringe Benefit, a subsidiary of Lincoln Financial Advisors based in Sacramento, California. Lubinski is President of First Financial Strategies, LLC, headquartered in Denver, Colorado.
Matsko is the developer of the Matsko Method™, a process-oriented approach to expense management and retirement income generation. Along with Wealth2k, Lubinski is co-developer of The Income for Life Model®, a strategy for generating lifetime, inflation-adjusted retirement income.
Lubinski and Matsko enjoy national reputations as true experts in retirement income planning. I’m sure that their insights will be invaluable to any reader interested in tools and techniques around the practical implementation of retirement income generation strategies.
Both Lubinski and Matsko will be sharing their extraordinary expertise from the podium at the Retirement Income Industry Association’s Annual Meeting to be held in Boston on September 17. If you want to understand retirement income from the perspective of successful implementation at the retail level you should not pass-up this opportunity to hear from these gentlemen in person.
©Copyright 2007 David A. Macchia. All rights reserved.