cover of episode Bonnie Treichel: How to Enter the 401(k) Space

Bonnie Treichel: How to Enter the 401(k) Space

2022/4/11
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

In today's episode, Jamie and Ana speak to Bonnie Treichel, Chief Solutions Officer and Founder of Endeavor Retirement), where she counsels retirement plan advisors on governance and how to run compliant retirement plans. You can find show notes and other information at CarsonGroup.com/Framework).