Retirement Planning Requires Both Spouses to be Involved

December 9, 2023

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  • Kirk and Michael explain the importance of both spouses being involved and aware of your plan's inner workings. Then, see what "They Say" about stock picking and mutual funds.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.