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Learn from the Financial Advice of Retirees

Brendan P. Speers, AIF®, CPFA | June 7, 2021

Health. Wealth. Wisdom.

Legacy Planning Retirement Plan Services invites you to check out and share the latest issue of our retirement-focused participant quarterly newsletter — Health. Wealth. Wisdom. This quarter’s issue features:

  • The difference between traditional and ROTH 401(k) accounts – and which is best for you
  • How a tax credit can help you kick-start your retirement savings
  • A challenge that can help you develop thriftier habits

It’s a quick read, and you’ll get great tips that can help you feel better at work and better about saving for your future. Please download and share with your employees!

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It’s a quick read, and you’ll get great tips that can help you feel better at work and better about saving for your future.

ACCESS THE NEWSLETTER

And, as always, don’t hesitate to contact our team with questions or to discuss anything about your retirement planning or overall financial picture.

Legacy Planning Retirement Plan Services

retirementplans@legacy-online.com 

855-378-1415

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Brendan Speers is the firm’s Director of Retirement Plan Services. He joined Legacy Planning in 2014 and has over ten years of service in the financial services industry – solely focused on helping corporate and non-profit retirement plan programs for the past eight years.

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