Title: “Managing Uncertainty in Retirement Planning”
Guest: Pat Casserly - Sapers & Wallack
Interviewer: Jonathan Freedman - Mage LLC, Evan Macedo - Sapers & Wallack
Pat Casserly of Sapers & Wallack talks with co-host Evan Macedo, also of Sapers & Wallack, about how they each approach helping clients manage uncertainty around retirement planning and wealth management due to recent market turbulence, as well as how he makes sure Sapers’ corporate and individual retirement clients have everything they need to flourish.
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