Sep 13, 2024
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