Posted on August 16, 2021
CFAL Talks Episode 20 - How to Set Up Your Blue Marlin Retirement Plan Account Part I August 16, 2021
Now that you know that the CFAL Blue Marlin Retirement Plan is the pension plan of choice for Certified Financial Planners, let's talk about how it works. From setting up your account, to setting a retirement funding goal, to choosing the best investment strategy to help you achieve that goal, our team walks you through the details in this first "how-to" episode.