Podcast: What Clients Should Ask Their CPA Before Asking Their Advisor About Retirement Income

Aviva Sapers, President & CEO at Sapers & Wallack, and Jonalyn Sullivan, CPA, & Partner at LGA, answer questions about what should ask their CPA before asking their advisor about retirement income.

 

You can reach Aviva at:

asapers@sapers-wallack.com

You can reach Jonalyn at:

jsullivan@lga.cpa