Case Study: Test Driving a Retirement Plan

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