Jeff Pierce, CEO of Wipfli Financial Advisors LLC, shares experiences from his career in consulting and practice management, which includes a rich knowledge of the advisory industry and its evolution over the past 20 years.
The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
Jeff Pierce is not affiliated with American Century Investments.