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...
Wesley Odom, President and Owner joins PEP Talk with Meg to discuss the financial services provided by Armada Advisors. Wesley shares in depth about...
Emily Ecjevarroa. Marketing Coummunications Director, Joins PEP Talk with Meg to talk about the many services provided to our Senior community by the Council...