Jacqui O’Connell with “Keeping a Breast Foundation” updates PEP Talk with the success of the recent run/walk, and encourage people to stay in the cause and get ready for next year!!!
Bob discusses the end of the year planning everyone should be preparing to do.
Bob shares the year end financial checklist: https://www.plantemoran.com/explore-our-thinking/insight/2021/01/ten-financial-planning-opportunities-for-2021 https://mainstayfg.com/ 850-437-3127 Over the age of 72, take your RMD. Charitable giving. Write a check, gift...
Macolm Ballinger joins PEP Talk with Meg to discuss community events and ways to give back during the holidays.