Henssler Money Talks
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Henssler Money Talks
Case Study: Test Driving a Retirement Plan
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Original Air Date: October 19, 2024
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
Read the Article: https://www.henssler.com/is-your-retirement-plan-on-track-how-to-know-in-your-40s-and-50s
