After the ADISA 2016 Annual Conference, Tim Witt, director of research and due diligence officer at Concorde, discussed the rapidly changing financial regulatory landscape with GlobeSt.
Concorde’s Jeanne Keshishian discusses the importance of conducting life insurance reviews with Senior Outlook Today.
David Zupek, president and owner of TADA Wealth Advisors, a wealth management and retirement planning firm, founded the company more than 20 years ago. Since then, he has helped thousands of people plan for their retirement.
Planning for retirement is a complicated business and workers have a variety of investment vehicles they can choose from when it comes to their retirement.