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Learn from the Financial Advice of Retirees

Health. Wealth. Wisdom.

Legacy Planning Retirement Plan Services invites you to check out and share the latest issue of our retirement-focused participant quarterly newsletter — Health. Wealth. Wisdom. This quarter’s issue features:

  • The difference between traditional and ROTH 401(k) accounts – and which is best for you
  • How a tax credit can help you kick-start your retirement savings
  • A challenge that can help you develop thriftier habits

It’s a quick read, and you’ll get great tips that can help you feel better at work and better about saving for your future. Please download and share with your employees!

  • mation from cybertheives

It’s a quick read, and you’ll get great tips that can help you feel better at work and better about saving for your future.

ACCESS THE NEWSLETTER

And, as always, don’t hesitate to contact our team with questions or to discuss anything about your retirement planning or overall financial picture.

Legacy Planning Retirement Plan Services

retirementplans@legacy-online.com 

855-378-1415

Brendan Speers is the firm’s Director of Retirement Plan Services. He joined Legacy Planning in 2014 and has over ten years of service in the financial services industry – solely focused on helping corporate and non-profit retirement plan programs for the past eight years.
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2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.

2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.

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