Mar 7, 2018
Michael Fennessy is the Regional Sales Director for Ameritas and an expert when it comes to 401(k) plans and inspiring business owners and their employees to save for retirement. For the past 14 years Michael has helped a variety of companies from small business owners to Fortune 500 companies with implementing employee benefits. For the past four years he’s concentrated his work on how to create situations where there is tax-free money available at retirement.
In this episode, Paul and Michael will teach you about strategies regarding your retirement plan and how it’s more than just the investments you make. If you’re a business owner or an entrepreneur, you will learn how putting money in and out of the plan and how you choose to put money in for your employees impacts how much you can add.
For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog
Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.
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