March 15, 2021
Articles, Education, Insights
Brendan P. Speers, AIF®, CPFA

Learn from the Financial Advice of Retirees

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:

5 pieces of financial advice retirees have for retirement savers
A look at compound interest and how it can offer a big savings advantage in a workplace retirement plan
Tips for guarding your devices and personal information from cybertheives

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

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.

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Plymouth Meeting

600 W Germantown Pike, Ste 261
Plymouth Meeting, PA 19462

West Chester

228 W Gay Street
West Chester, PA 19380

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022.
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.

2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.

Learn from the Financial Advice of Retirees

Health. Wealth. Wisdom.

ACCESS THE NEWSLETTER

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