SOUTHLAKE, TX – Brian Tillotson, co-founder and wealth manager of Virtus Wealth Management, recently completed A New Model for Understanding Retirement Risk, an exclusive two-and-a-half day executive education program held at the University of Pennsylvania’s Wharton School in Philadelphia.

The Wharton executive education program provides select financial professionals with extensive training in retirement income strategies. The program, A New Model for Understanding Retirement Risk, helps address some of the risks of investing inside what Prudential refers to as The Retirement Red Zone®  – the critical five years before and after retirement – and focuses on a three-pronged model of retirement risks: sequence risk, longevity risk and behavioral risk.

Brian Tillotson is one of only 150 financial professionals from across the country to attend this special session,” said Eva Vitale, vice president of learning for Prudential Annuities. “The program gave him access to some of the best academic finance minds as they discussed their thoughts on investment risk and how each applies to the retirement marketplace. By completing this course, Brian is well-equipped to begin applying some of the industry’s most advanced investment techniques for suitable retirees and pre-retirees.”

Established in 2001, Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering the solutions best suited to a client’s needs. The firm provides professional financial planning advice with regard to taxes, investments, insurance, estate planning, pensions, retirement planning, IRA rollover, capital needs analysis, business succession planning, asset management, and general financial advice. 
 
Based in Southlake, Texas, Virtus Wealth Management serves individuals and entrepreneurs throughout the Dallas-Fort Worth metroplex. Contact us today for a complimentary consultation: (817) 717-3812 or www.virtuswealth.com.

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