Fiduciary Fitness Podcast: Introduction to Advisor Managed Accounts

Colin Clark talks with Patrick Arey about Advisor Managed Accounts.

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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.

Participation in Managed Account Services does not guarantee investment success. All investing involves risk, including possible loss of principal. There can be no assurance that any financial strategy will be successful.

Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are not affiliated in any way with the services offered by Patrick Arey and Empower.

Q1 2024 Retirement Plan Newsletters

We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).

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