Book Club Session 8 for Lifetime Financial Advice: A Personalized Optimal Multilevel Approach 

Link to free book: rpc.cfainstitute.org/en/resea...
A group of Morningstar thought leaders and industry gurus are reading and discussing the CFA Institute Research Foundation book: Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.
In this session final session, we discuss Chapter 12, including the end-to-end example and calls for action.
Here are links to the previous sessions:
Session 1: • Book Club Session 1 fo... (Foreword, Part 1 Intro, Chapter 1, part of Chapter 2)
Session 2: • Book Club Session 2 fo... (part of Chapter 2 and part of Chapter 3)
Session 3: • Book Club Session 3 fo... (part of Chapter 3 and all of Chapter 4)
Session 4: • Book Club Session 4 fo... (Chapter 5 and Chapter 6)
Session 5: • Book Club Session 5 fo... (Intro to Part 2, Chapter 7, and Chapter 8)
Session 6: • Book Club Session 6 fo... (Intro to Part 3, Chapter 9, and Chapter 10)
Session 7: • Book Club Session 7 fo... (Chapter 11)
Link to free book: rpc.cfainstitute.org/-/media/...