Mar 23, 2022
Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's economic and geopolitical conditions.
Jeff and AMR's Marketing Director, Cathi Ingersoll, introduce Something More Mentoring (SMM) program: a new program hosted by AMR and mentored by Jeff Perry, JD. If someone you know has personal and financial goals, but doesn't know where to begin in managing their financial obligations, look no further. The SMM program provides a personal finance coach that leads you through a valuable education process.
Nicole Spencer, Executive Director of Heroes in Transition, closes out the show to discuss how they support local veterans and to talk about their annual Ruck race coming up April 29-30.