Episode Notes
In Episode 003 of the Infocast, host, Allyce Trapp, interviews financial planning and wealth management experts, Jason Inman & Ray Panquerne of Legacy Wealth Partners. They discuss the formation and mission of Legacy Wealth Partners, the origins of the Secure Act, what the Secure Act means for members, and the market effects of COVID-19. Jason & Ray also speak about fulfilling generational needs and financial planning advice for younger generations. Listen in to find out how the HBA Industry Partners provide resources and expertise allowing members to strategically plan for the future.
Timestamps
00:35
Legacy Wealth Partners Mission
01:13
Secure Act
04:55
COVID-19 Financial Effects
07:25
Financial Planning for Millenials
12:45
