Feb 19, 2020
By Zoomer Radio
Libby Znaimer is joined by Mark Halpern, CEO of WEALTHinsurance.com. Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor-Philanthropy.
Most successful people focus on investing to accumulate wealth during their working lives. Mark explains the difference between investing and planning and why professional planning is essential to preserve your wealth. He shares with Libby the Top 3 questions people ask about retirement planning.
Visit WEALTHinsurance.com for more information about Estate Planning, Life Insurance and Philanthropy and book your free, no-obligation consultation.