Episode 5: Travel Planning for Retirees

Our podcasts will cover topics that we are passionate about.  Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees with travel planning (as well as other travel lovers) save time, money, and stress.

For more travel planning information, contact Jessica Brown by phone at (810) 354-9004 or via email at  jbrown@dreamvacations.com. Feel free to learn more about Dream Vacations at their website – www.wayfindervacations.com.

Investment advisory services offered by SWMG, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by SWMG, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from SWMG.  To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  SWMG is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice.  A copy of SWMG current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.stephenswmg.com. Content represents the opinion of the speaker and not necessarily that of SWMG.

Stephens Wealth Management Group (SWMG)  is a wealth management practice located at 5206 Gateway Centre, Suite 300, Flint, Michigan. You can reach our office at (810)732-7411.


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