David Freitag and Bruce Tannahill
David Freitag and Bruce Tannahill are experts in income planning and Social Security Income planning. We discuss several opportunities as we come out of COVID-19 that could be impactful to many of our clients. Being aware of options is too critical to miss.
Links
- fspgo.com
- ssa.gov
- www.journeyguideplanning.com (Do your planning first)
- Article: Using Social Security Filing Strategies to Address Changed Circumstances
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
