Master of Estate and Retirement Planning (#294)

James Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning.

• Link for listeners to get a free electronic copy of book: https://faculty-advisor.com/teach/
  note: Once you click link, fill in your name and email address, you will receive an email with a link which will generate a pdf download. 
• About Jim
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).