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Newsletter - Financial Wellness Edition

  • Writer: Larry Kavanaugh, Jr.
    Larry Kavanaugh, Jr.
  • Apr 12, 2021
  • 1 min read

We are excited to welcome Q2 with the theme of Financial Wellness! This quarter, we are going to touch on some important topics that impact your bottom line and the financial health of your employees.


 
 

Contact Us

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Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

Email

Lawrence.Kavanaugh@lpl.com

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

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brokercheck.finra.org

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