Joe Lindberg, Regional Sales Director, and Brian Giles, Director of Sales - Retirement Product Solutions at Ascensus, visited the Studio Lounge to share their insights and expertise on retirement planning for credit union executives today, as well as the significance of IRAs and HSA programs.
Check it out and let us know your thoughts. And be sure to visit our interview archive page to watch all our video discussions from Corelation's 2023 Annual Hybrid Client Conference.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.