Is Now the Time to Pivot? Session 4 - a podcast by SEAN G. TODD, Esq., M. Tax, CFP®, CPA

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

Are you working with an Advisor or a security salesman?

Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receive

Professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice

Take advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Further episodes of Professional Edge

Further podcasts by SEAN G. TODD, Esq., M. Tax, CFP®, CPA

Website of SEAN G. TODD, Esq., M. Tax, CFP®, CPA