In today's episode of Carson Group and PIMCO's Retirement Income Series, Bonnie Treichel talks about what she does to help people be empowered with the financial knowledge to save.

Bonnie is the founder and Chief Solutions Officer of Endeavor Retirement, where she counsels retirement plan advisors on governance and how to run compliant retirement plans. Bonnie merges her experience as an Employee Retirement Income Security Act (ERISA) attorney and as a retirement plan advisor working with startups and multibillion-dollar companies to provide her Endeavor clients with a practical approach to compliance.

You can find show notes and other information at CarsonGroup.com/Framework.

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Pimco does not provide legal or tax advice. Further, this seminar is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.

Bonnie Treichel: Saving and Spending in Retirement 35:39 Share

Framework with Ana Trujillo Limón

Shownotes Transcript

Bonnie Treichel: Saving and Spending in Retirement