Great to connect Andy, What is your core business?
Fascinating. How do you plan to retire from that? /Do you have an exit strategy?
I agree, most people haven’t really thought about that. If I could show you a way to prepare for retirement that was low risk and tax efficient would that interest you?
Outstanding! I have noon and 3PM available tomorrow for a quick call. Which time works best for you?
Support Forums are being phased out. You can still view the existing Forum posts but can no longer post in them. For all Support needs, please email help@coredm.com or click the blue Question Mark icon in the lower right hand corner of your screen.