Summary
In this conversation, Bob Mannor, a certified elder law attorney, interviews Greg Kurinec, a certified financial planner, about financial planning for retirement. Bob and Greg discuss the importance of comprehensive financial planning, the role of a certified financial planner (CFP), and the value of professional designations. They also cover topics like retirement activities and identity, the shift from pensions to individual retirement accounts (IRAs), tax planning in retirement, the benefits of a Roth IRA, and the implications of the SECURE Act.
Both Bob and Greg emphasize the importance of collaboration between financial advisors and estate planning lawyers to create a well-rounded retirement plan.
Takeaways
Advice From Your Advocates is Hosted by Attorney Bob Mannor, CELA
Guest: Gregory Kurinec, MRFC
Executive Producer: Savannah Meksto
Assistant Producers: Miranda Donaldson | Andi Conner | Samantha Noah
Learn more about Mannor Law Group.
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ABOUT US:
Mannor Law Group helps clients in all matters of estate planning and elder law including special needs planning, veterans’ benefits, Medicaid planning, estate administration, and more. We offer guidance through all stages of life.
We also help families dealing with dementia, Alzheimer’s disease, Parkinson’s disease, and other illnesses that cause memory loss. We take a comprehensive, holistic approach, called Life Care Planning. LEARN MORE...
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