Mar 29, 2024
Retirement Planning for Women – With March being Women’s History
Month, Chris
Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group
to the segment
to discuss unique challenges that many women face in financial
planning. Jocelyn starts
out by sharing her personal story of meeting her first financial
advisor and how she
prefers a values-based planning approach. During a lively dialogue,
the trio explore
issues many women face of taking time off from work to care for
family and how this
relates to future social security benefits and the need for
retirement planning in general.
Wealth Enhancement Group is offering a complimentary “Retirement
Guidebook for
Women”. You may request a guidebook by contacting Chris or Jeff at
the link below.
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr