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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...
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
