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Join hosts Mike McNamara and Kirk Reed who will be demonstrating a live demo retirement plan with a volunteer.
Mike McNamara reviews volunteers current financial situation and offers suggestions for a rough version of a financial plan.
A very special show as Alyssa and Kirk Reed are joined by Gwen Morgan, creator of the What if...Workbook™. The What if Workbook is a comprehensive, easy to use guide to help get your affairs together in one convenient location. By filing out the Workbook you are providing your loved ones the necessary information they need should anything happen to you.
Host Alyssa McNamara Reed will be joined by special guest, Joe Powers of Rogers & Gray Insurance Agency as they examine Property/Casualty Insurance as it relates to families and small businesses.
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1,308 Listeners