Designing Retirement Plans for Your Organization: Why Work with a Financial Planner? with Financial Planner Brice Oldham
Description
"Why do I, the chief FINANCIAL officer, need a financial planner to help me build a retirement plan for my company!?"
Well, maybe you don't. However, many CFOs don't feel comfortable wading into the depths of designing retirement plans despite often being asked to do so by their companies. With over 12 years in the industry, Financial Planner & Investment Analyst Brice Oldham has plenty of up-to-date advice to offer on this week's show.
Median retirement account savings of families by age, 1989-2016. From The State of American Retirement Savings by Monique Morrissey. Economic Policy Institute.
Connect with Brice at boldham@carrollfinancial.com
Visit us at https://www.davidpetersfinancial.com/
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.
David Peters Financial
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Richmond, VA 23220
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