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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

Annuities & Benefit Plans: When Annuities Came to 401(k)s

By Ben Mattlin November 01, 2022 Financial Advisor

CFP Board Ambassadors Spencer Betts, Steven Podnos and Grace Yung weigh in on what clients should consider if annuities are offered as a choice in an employer retirement plan.

Read more at Financial Advisor

Financial Advisor
Ben Mattlin
November 1, 2022