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Introducing Latitude Retirement

This week Roger Fuerstenau is joined by Paul Dowd, CIMA®,AIF® and Sarah Baltazar to introduce our new partner, Latitude Retirement. Learn about our relationship with Latitude. Hear how this relationship can help improve your retirement plan overall, help business owners with tax savings, help with audits, reducing liability and so much more! You don’t want to miss this episode!

We do all the things and are ready to help your business grow!

Insource Connect & Simplify™ and The Benefit Companies™

Thank you for listening to our podcast! Look for new episodes every other Tuesday.

Check out last week’s episode: SECURE 2.0 Act – We Read It So You Don’t Have To
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