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Retirement Planning for Women – With March being Women’s History Month, Chris Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment to discuss unique challenges that many women face in financial planning. Jocelyn...
Retirement Planning for Women – With March being Women’s History Month, Chris
Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment
to discuss unique challenges that many women face in financial planning. Jocelyn starts
out by sharing her personal story of meeting her first financial advisor and how she
prefers a values-based planning approach. During a lively dialogue, the trio explore
issues many women face of taking time off from work to care for family and how this
relates to future social security benefits and the need for retirement planning in general.
Wealth Enhancement Group is offering a complimentary “Retirement Guidebook for
Women”. You may request a guidebook by contacting Chris or Jeff at the 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
