Getting the Most Out of Open Enrollment

In this week’s episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss how to get the most out of your open enrollment.

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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.