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Chris introduces AMR’s Margaritas & Money program. Scott Birmingham, CFP®, ChFC, CDFA®, CAP, CLU, Investment Advisor Representative and Chief Compliance Officer at Asset Management Resources, and his fiancée Kristi Curling critique...
Chris introduces AMR’s Margaritas & Money program. Scott Birmingham, CFP®, ChFC, CDFA®, CAP, CLU, Investment Advisor Representative and Chief Compliance Officer at Asset Management Resources, and his fiancée Kristi Curling critique margaritas at Nashville area restaurants and include 30 seconds of financial information in the process. It’s lots of fun and informative at the same time.
Chris, Scott, and Jeff Perry also talk about a change to the Secure Act proposed for January 1, 2022. This change would raise the age in which people are required to take Required Minimum Distributions from 72 to 73, and gradually to 75.
