• Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan

  • 2024/09/13
  • 再生時間： 44 分
  • ポッドキャスト

Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan

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  • Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the
    Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a
    fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related
    to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a
    comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College
    Planning Webinar (see link below).
    For more information or to reach Chris Boyd or Jeff Perry, click the below link:
    https://www.wealthenhancement.com/s/advisor-teams/amr


    To register for our College Planning Webinar, click the link below:
    https://attendee.gotowebinar.com/register/3777108755579750751
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あらすじ・解説

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the
Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a
fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related
to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a
comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College
Planning Webinar (see link below).
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr


To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751
政治・政府 ビジネス・キャリア 個人ファイナンス 経済学
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