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Financial wellness while navigating the 403b landscape
Manage episode 300884022 series 2974838
Technology, education, and financial wellness are just some of the key elements to a successful Retirement Plan. My discussion with David Frost, Retirement Specialist with OneAmerica and a NAPA 2014 TOP retirement wholesaler awardee, focuses on Non-profit 403b Retirement plans and covers a lot of ground to arm listeners on how to pursue a better Retirement Plan experience. Just two Irish fellows talking retirement plans…what could go wrong?!
60 에피소드
Manage episode 300884022 series 2974838
Technology, education, and financial wellness are just some of the key elements to a successful Retirement Plan. My discussion with David Frost, Retirement Specialist with OneAmerica and a NAPA 2014 TOP retirement wholesaler awardee, focuses on Non-profit 403b Retirement plans and covers a lot of ground to arm listeners on how to pursue a better Retirement Plan experience. Just two Irish fellows talking retirement plans…what could go wrong?!
60 에피소드
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1 Financial Intimiacy - Turning Money from a Barrier to a Bridge 56:16
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1 Navigating Leadership with Cameron Herold: Vision, Culture, and Impact 44:28
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1 Retirement Maximization and Executive Compensation Wizardry! 39:44
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