February 8, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our guests and be part of a live studio audience? – Email Gene@AskMtM.com to request your seats

Gene and Alyssa answer questions:

• He offers facts about the very first Super Bowl that were quite fascinating!
• He asks how to transfer the family home from his mom to her kids?
• He asks what options he has with his old 403(b)?
• They want to help their son buy a home.  How should they do and where should they get the money? 
• 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.