What’s the Missing Piece in YOUR Plan?
Hosted By:
Louis W. Pierro, Esq.
Founding Partner, Pierro, Connor & Strauss
Pierrolaw
Frank E. Hemming III, Esq.
Partner, Pierro, Connor & Strauss
Pierrolaw
Dave Kopyc
President, Retirement Planning Group, LLC
PierrolawJanuary 25, 2025
Hosts: Louis Pierro and Frank Hemming with Special Guest Dave Kopyc, Retirement Planning Group, LLC
On this episode of Life Happens Radio, we’re thrilled to welcome WGY host Dave Kopyc of the Retirement Planning Group to the show! Dave will join Lou Pierro and Frank Hemming to connect all the pieces of your legal, financial, and investment ‘pie.’
Tune in to learn:
- How IRAs integrate with your estate plan.
- The powerful benefits of combining long-term care insurance with trusts.
- How annuities can super-charge your legacy planning.
Plus, Lou and Frank will break down the importance of buttoning up your plan with a will, power of attorney and health care proxy. Wondering which type of trust is right for you?
To listen to more Life Happens Radio episodes, ask a question to the hosts or suggest a topic go to www.pierrolaw.com/life-happens-radio
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