Trump Accounts

Explore Trump Accounts with expert insights from Focused Wealth Management's Financial Wellness Series.

Financial Wellness – Trump Accounts

Welcome to Focused Wealth Management’s Financial Wellness Series. Charles Yarnold, AIF®, RSSA® Managing Director Retirement Plan Solutions / Director Advisory Services, and Ryan Swanson, AIF®, Retirement Plan Solutions Manager discuss Trump Accounts.

If you have any questions regarding Trump Accounts, email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.

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