In this episode, Chris McGann is joined by CERTIFIED FINANCIAL PLANNER™ professional, Jim Boyd, to discuss Secure Act 2.0 and how it is changing the financial landscape for all individuals. Jim Boyd is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 220 Gibraltar Rd, Suite 350, Horsham, PA 19044 215-441-8100. Norris McLaughlin is not an affiliate or subsidiary of MML Investors Services, LLC. or its affiliated companies. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The podcast is for informational purposes only and is not a recommendation. You should consider seeking advice from your own legal counsel or financial professional. CRN202610-5104689
In this episode, Chris McGann is joined by CERTIFIED FINANCIAL PLANNER™ professional, Jim Boyd, to talk about why it is important for everyone to have life insurance. CRN202610-5104689
In this episode, Chris McGann is joined by CERTIFIED FINANCIAL PLANNER™ professional, Jim Boyd, to discuss the importance of 529 plans. CRN202610-5104689