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In this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell.
Janney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/
Connect with Les Risell | Senior Retirement Specialist – Janney
Montgomery Scott: https://www.linkedin.com/in/lrisell/
Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/