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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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Monday Oct 12, 2020
Monday Oct 12, 2020
Nick Hopwood, CFP® and Jim Pilat, AIF® talk about employee buyouts and pension lump sums. They also chat about the announcement of Charles Schwab completing its acquisition of TD Ameritrade — and what it means for investors.
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. www.peakwm.com
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