Hosted by Aaron Nelson and Kelly Clary, advisors with Waverly Advisors.
Session #1: Saving for Retirement
The environment we are living in today is challenging, to say the least. We understand the difficult decisions families are having to face when it comes to finances, education and retirement. Many of the plans we have all worked towards have been turned upside down by COVID-19. Our team understands these challenges and helps guide 401k participants through these decisions every day.
Watch the first session as Aaron and Kelly explore frequently asked questions and discuss how to navigate through decision making.
You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors. This video reflects information available at the time it was recorded and should be used as a reference only. Talk to your Waverly Advisors, or a professional advisor of your choosing, for the most current information or for guidance specific to your situation.