Fiduciary Fitness Podcast: Plan Design

Colin Clark discusses retirement plan design with Jennifer Kiffmeyer from the Retirement Learning Center.

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The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group is the approved name under which LPL Financial business is conducted.

Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Jennifer Kiffmeyer and the Retirement Learning Center.

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