EP 076: Live Broadcast from Peak Global HQ on WTKA

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

English - February 07, 2020 13:20 - 48 minutes - 44.6 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 075: The SECURE Act

Next Episode: EP 077: How to Choose a Financial Advisor

This is a unique episode - it is a recording of the live broadcast on Feb 6, 2020 at Peak Global Headquarters. Peak was featured on the Michael Spath Show on WTKA. The whole team got in on the action - hear from Nick Hopwood, CFP® and Jim Pilat, AIF®, as well as Patti Wojcik and Gwen Smith.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.