Wealthies Circle

Wealthies Circle


New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel

October 22, 2020

The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances.  In this episode, David Armstrong, editor in chief at Wealthmanagement.com, talks to Jon Anderson and Kaci Skidgel. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness … Continue reading New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel →