“Changing the retirement industry one beer at a time”

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Courtenay Shipley

President and Chief Planologist of Retirement Planology · Retirement Planology

Retirement planning expert and LinkedIn content creator specializing in 401(k) advisor selection and SECURE 2.0 education.

1 appearance Latest Feb 2023

Episodes (1)

1:05:19

Plan Sponsor Mistakes & Advisor Selection Strategy

Courtenay Shipley

Feb 17, 2023
At time: President and Chief Planologist of Retirement Planology · Retirement Planology