On today’s show, your hosts Peter Bronstein and Traci DeForge talk with Courtenay Shipley, founder of Retirement Planology.  Retirement Planology is a consulting and registered investment advisory firm for corporate-sponsored retirement plans.  Courtenay began the firm about 14 years ago in order to help companies of all sizes develop their employer-sponsored retirement plans such as a 401k,and simple IRA and Simplified Employee Pensions or SEPs . Retirement Planology also helps their clients with fiduciary responsibility, investment analysis and education for the employees on their plans.   Courtenay has worked with companies of all sizes from large to boutique companies for the past 20 years and really enjoys helping people understand their retirement plans with their employer.  Her company helps the employer know which plan to go with as well as designing the plan to fit their specific needs.

Go to RetirementPlanology.com/learnmore    The Ask Brien Show is sponsored by LegalStepz.com The Easiest Way to Handle Legal Issues.

Previous Episode: Ask Brien- Cultivize, Jason Kramer – April 25, 2024

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