Episode 7: Retirement Savings & Income Planning

DEC 2, 202420 MIN
the EARN YOUR MARKS podcast

Episode 7: Retirement Savings & Income Planning

DEC 2, 202420 MIN

Description

<p>In this episode, Sev talks about many of the Retirement Savings &amp; Income Planning topics that could be tested on the CFPยฎ exam. Topics such as ADP and ACP testing, qualified and non-qualified plans, age-weighted plans, IRAs and qualified plan taxation along with SEPs &amp; SIMPLEs are just some of the things Sev will talk about. ____________________________________________ About Sev Meneshian ๐Ÿ‘‰๐Ÿป https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" ๐Ÿ‘‰๐Ÿป https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFPยฎ, Lead Tutor @ ProExamTutors.com ๐ŸŒŽ https://www.proexamtutors.com โ˜Ž๏ธ Schedule a call (888) 870-7277 ๐Ÿ’ป [email protected] ๐Ÿ‘‰๐Ÿป https://www.linkedin.com/in/sevmeneshian/ ๐Ÿ‘‰๐Ÿป https://www.facebook.com/proexamtutors/ ๐Ÿ‘‰๐Ÿป https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep</p>