Navigating Financial Wellness
Listen now
Description
In this episode, our BDO co-hosts are joined by Jim Sinnott, CFP, to discuss what the financial wellness program includes for participants.
More Episodes
Published 11/28/23
In this episode, co-hosts Beth Garner and Joanne Szupka are joined by TY Parrish - Partner at Cerity Partners and co-author of 401(k) Best Practices A Guidebook for Plan Sponsors. In this podcast, TY discusses the common questions that plan sponsors have and what defines a good advisor and how to...
Published 06/29/23
In this episode, Joanne Szupka discusses the top questions regarding SECURE 2.0.
Published 05/31/23