Broker Check

What's Up Wednesday

October 28, 2020

Do not assume that you are immune to "bad things" in life.

When planning for retirement and other financial goals, it is important to plan for unexpected roadblocks that could derail your plan.

Do you know the most common financial roadblocks, and how to plan for them?

Join Roger as he looks at some of the most common "bad things" that individuals will encounter, and discusses how we help proactively prepare for them.