Financial Advisor's Workshop with Brian Kasal

#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host

Apr 5, 2022
Jeremy Keil, retirement planner and podcast host, shares his journey in financial planning and specialization in retirement planning. They discuss the importance of selling a service, strategies to minimize taxes in retirement planning, opportunity zones, personalized pension projections, and the benefits of using a podcast as a tool to reach clients.
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