We're kicking off 2023 with our 2023 retirement planning Calendar. Chris Rett, CFP®, goes through the most important dates for each month in 2023, changes in retirement plans, annual tasks, final quarter tasks, and big birthdays to pay attention to as you approach retirement. Schedule a conversation: 2023 retirement planning Calendar: Sign-up for our Barber Financial Group Educational Series: Educational Series Playlist: Learn more about Barber Financial Group: Access our industry-leading financial planning tool: Introduction: 00:00 January: 01:23 February: 03:52 March: 05:28 April: 06:12 May: 07:39 June: 08:50 July: 10:41 August: 12:15 September: 12:35 October: 13:40 November: 15:55 December: 16:26 Final Quarter Tasks: 16:52 Annual Tasks: 18:12 Big Birthdays: 19:08 Conclusion: 22:13... ( read more )
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Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)