Sunday, December 22 - podcast episode cover

Sunday, December 22

Dec 22, 201927 minEp. 8
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Episode description

Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the possible ramifications of the SECURE Act. Plus, another edition of Ask Annex.
Sunday, December 22 | Money Talk: The Annex Wealth Management Show - SWFL podcast - Listen or read transcript on Metacast