In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long.
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In today’s digital age, cybersecurity has become a critical concern for everyone, especially those planning for retirement. In this special edition of Your Retirement Elevated we’re sharing a video replay of our recent cybersecurity event with expert Ryan Fickel. Ryan is the Chief Technology Officer and Chief Information Security Officer at Advisors Excel and will be working closely with our team moving forward.
Read MoreOn today’s episode, we’re going talk about scams and how they are more prevalent than you might think. In fact, just in 2022, there were more than 88,000 complaints of fraud that resulted in more than $3 billion in losses from people age 60+.
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