Investment and Retirement

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Investment and Retirement

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In this episode of American Heritage Talks, host Dorian Smith welcomes Brian Roberts, Senior Vice President of the Investment and Retirement Center at American Heritage Credit Union. Together, they delve into the critical topics of investment and retirement, emphasizing the importance of financial planning for individuals and businesses alike. Brian shares insights on how members can access personalized investment advice without any upfront fees, making financial wellness accessible to everyone. They discuss the significance of starting early with savings, understanding Social Security, and the tailored services available for small businesses and corporations. Tune in to learn how to take control of your financial future and utilize the resources offered by American Heritage Credit Union to secure a comfortable retirement.

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