Sunday, December 22 - podcast episode cover

Sunday, December 22

Money Talk: The Annex Wealth Management Show - SWFL
Dec 22, 2019•27 min•Ep 8•Transcript available on Metacast
--:--
--:--
Listen in podcast apps:
Metacast
Spotify
Youtube
RSS

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.