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Your Investment and Retirement Planning for the New Year # 424
Manage episode 393682552 series 2353242
Arrival of the New Year may be viewed as an opportunity for a fresh start, a new beginning, or at very least a chance to put your best foot forward. John Walker, Regional Vice President, Mercer Advisors, discusses the importance of placing investment and retirement planning high on your list of “to-dos” for early 2024.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
101 episodes
Manage episode 393682552 series 2353242
Arrival of the New Year may be viewed as an opportunity for a fresh start, a new beginning, or at very least a chance to put your best foot forward. John Walker, Regional Vice President, Mercer Advisors, discusses the importance of placing investment and retirement planning high on your list of “to-dos” for early 2024.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
101 episodes
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