Fique off-line com o app Player FM !
Case Study: Test Driving a Retirement Plan
Manage episode 446344114 series 12842
Text us your financial questions!
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
Read the Article: https://www.henssler.com/is-your-retirement-plan-on-track-how-to-know-in-your-40s-and-50s
448 episódios
Manage episode 446344114 series 12842
Text us your financial questions!
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
Read the Article: https://www.henssler.com/is-your-retirement-plan-on-track-how-to-know-in-your-40s-and-50s
448 episódios
Alle afleveringen
×Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.