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The Retirement Summit

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Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.

Visit us online!

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

  continue reading

4 episodes

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The Retirement Summit

updated

iconShare
 
Manage series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.

Visit us online!

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

  continue reading

4 episodes

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