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Taking stock of your retirement plans

Taking stock of your retirement plans
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Mike switzerAnne marie ashworthAbacus planning group in greenvilleAbacus planning group

Institute for the Fiduciary Standard launches leadership course

The Institute for the Fiduciary Standard launched a virtual leadership class that teaches planners about the history of the profession and the key topics shaping it today.

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Medicare open enrollment and drug plans

It’s Medicare open enrollment season and that means Medicare prescription drug plans can also be changed or renewed. Our next guest says that there are some tax strategies enrollees can employ during this time to help manage their Medicare premiums. Mike Switzer interviews Anne Marie Ashworth, a certified financial planner with Abacus Planning Group in Greenville, SC.

Mike switzerAnne marie ashworthAbacus planning group in greenvilleAbacus planning group