Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out to THIRTY30 Wealth Advisors and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
Benjamin Bunfill CFP®, CLU®, ChFC®, RICP®’s Post
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Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out to THIRTY30 Wealth Advisors and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
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Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out to THIRTY30 Wealth Advisors and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
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Are you thinking about retiring? Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
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😾 How would you feel if your ex got your retirement savings instead of your family? 😸 The ex would be thrilled, but what about your family? This week’s blog post discusses a real-life story where a man’s ex (from 1987!) inherited his million-dollar retirement account. And it happens more often than you may think. Estate planning isn’t a one-time task. Life changes, and so should your plans. Contact us to create a plan that includes regular reviews of your accounts so you don’t make the same million-dollar mistake. 💸 Your family will thank you. 📲Book a call with us to learn more!▶️ https://lnkd.in/g9s9hXRX #forneylawtx #estateplan #willsandtrusts #powerofattorney #healthcaredirectives #guardianship #protectyourfamily #kidsprotectionplan #assetprotection #legacy #familylegacy #buildyourlegacy #estateplanningattorney #txestateplanningattorney #personalfamilylawyer #houston #adulting #smallbusiness #txsmallbusiness #businessconsulting #txnonprofit #nonprofit
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Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
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Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
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Wealth Management Advisor & Partner at Ivy Wealth Partners | Helping Clients Navigate Financial Complexity
Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
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Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
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Wealth Management Advisor & Growth Development Director | Servant Leader | Dedicated To Being The Light That Guides You Through Your Financial Journey
Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
To view or add a comment, sign in
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Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney
To view or add a comment, sign in