February 15, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 21 seats left to be part of a live studio audience? – Email Gene@AskMtM.com to request your seats

Gene and Alyssa answer questions:

• She asks how to handle life insurance policies with grandkids as the beneficiaries?
• She asks how to handle funds for her brother who is institutionalized?
• Can she convert her inherited IRA RMDs into a Roth IRA?
• She asks if there is an easy way to get out of her timeshare? 
• And we are still feeling very, very blessed

Free Second Opinion Meetings

• Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
• Meet with our Social Security partner to plan the best S/S strategy for you
• Meet with our estate planning attorney partner to review your estate plans – if you have any
• Meet with our insurance partner to review your life or long term care coverages
• Discover how to have your 401(k) professionally managed without leaving your company plan

Schedule a free second opinion meeting with a More than Money advisor?

Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.