Whitley Penn Talks

WPWealth CARES About Retirement Plans

May 27, 2020 Whitley Penn Season 3 Episode 3
Whitley Penn Talks
WPWealth CARES About Retirement Plans
Chapters
Whitley Penn Talks
WPWealth CARES About Retirement Plans
May 27, 2020 Season 3 Episode 3
Whitley Penn

In this episode, Matt Magee, Associate Advisor, is back with special guests Rebecca Sierp, Advisor and Chief Compliance Officer at WPWealth, Joe Nichols, Director of Actuarial Services at DWC - the 401k Experts,  and John Clark, Vice President of Sales - West Region at PCS Retirement. The group discusses all there is to know about retirement plans in this time and how the CARES Act plays a part in the story

Show Notes

In this episode, Matt Magee, Associate Advisor, is back with special guests Rebecca Sierp, Advisor and Chief Compliance Officer at WPWealth, Joe Nichols, Director of Actuarial Services at DWC - the 401k Experts,  and John Clark, Vice President of Sales - West Region at PCS Retirement. The group discusses all there is to know about retirement plans in this time and how the CARES Act plays a part in the story