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Learn from the Financial Advice of Retirees

Brendan P. Speers, AIF®, CPFA | March 15, 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:

  • 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.


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 


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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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