Under the Hood

Ep 3: Planning for Retirement


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Ep 3: Planning for Retirement

Whether you want to travel the world or stay close to home, your retirement should be exactly what you want it to be. This is a time for you to enjoy all that you have worked for without having to worry about your funds running out.

In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Director of Wealth Management Client Services, Patrick Meyer, to discuss planning for a retirement with a reliable and sustainable income stream.

The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

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Under the HoodBy Unified Trust

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