Barton “Bart” Liro: September 18, 2019

Solving the Equation of Retirement

Expert Shares Tips for Avoiding Pitfalls and Preparing for Success


Barton “Bart” Liro

Investment Director, Portfolio Solutions Team, Cetera Financial Group


It comes as no surprise that retirement is typically one of the most stressful life events people encounter.  In fact, planning and succeeding in your later years is a more complex equation today than from prior generations. People now have an increased life expectancy and can’t be as dependent on other sources of income like pensions and securities like they may have been in the past.

As ten thousand baby boomers retire every day, the priorities of seniors will shift from growing assets to a reliable source of retirement income. Yet, many Americans feel financially unpreparedThis generation must understand what their retirement income needs will be, develop a plan to protect their assets through times of market volatility and other unpredictable events, and continually re-evaluate and adjust their plan as efficiently as possible.

On September 18, Bart Liro, investment director of Cetera’s portfolio solutions team, is available to share his advice on how to put in place an achievable, realistic and flexible retirement plan to help ensure financial wellness in the golden years. He’ll also talk about a new tool from Cetera called SetIncome, a first-of-its-kind solution that enables retirees to generate a reliable source of retirement income to last the rest of their lives.

For more information, please


More About Bart Liro

Barton “Bart” Liro, CIMA®, is the investment director of Cetera Financial Group’s portfolio solutions team.  Prior to joining Cetera in 2017, he served as the Investment Director at Tower Square Investment Management. Bart holds a B.S. in Business and Economics with a Minor in Finance from Saint Michael’s College. He is based in Boston.

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