Sunday, December 29
- Author
- Annex Wealth Management
- Published
- Sun 29 Dec 2019
- Episode Link
- https://share.transistor.fm/s/2d35721a
Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex, and Director of Wealth Management, Mark Beck, joins Dave to talk about how comprehensive financial planning is MORE than just numbers.
