Just got off the phone with a client whom attained age 70 1/2…He wanted to tell me that he is sending me back his RMD forms and was very thankful for helping him through this process…he offered to buy me lunch next time I am in the city. I’m thinking Arby’s.
2 thoughts on “First Senior Financial Client now at RMD age”
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Phil Cannella • Phillip CannellaPhil Cannella Lawsuit Congrats!
Jun 26, 2014 by Madeline
Congrats to Phil Cannella for being on the side of justice! The Phil Cannella Lawsuit just proved his character further.
Phil Cannella Lawsuit is a lesson
Jun 26, 2014 by Andy
The Phil Cannella Lawsuit is a lesson that you can't get away with defamation. The first amendment can't protect you when you tell lies.
Phil Cannella Lawsuit and defamation
Jun 26, 2014 by Collin Jefferson
The campaign set out to destroy Phil Cannella's work was clearly defamation and I'm glad that the Phil Cannella Lawsuit proved just this.
Panel Discussion Highlights - 4/19/14 by Crash Proof Retirement on
Kean
Great choice my friend! They are slicing up freshness everyday!
Matt
two words: curly fries