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16 OH Form U 3 Workers Comp Morning Star Financial Services

16 OH Form U 3 Workers Comp Morning Star Financial Services

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please stay tuned for important disclosure information at the conclusion of this episode hi and welcome to the Longview I'm Christine Bandz director of personal finance and retirement planning for Morningstar and I'm Jeff batac Chief ratings officer for Morningstar Research Services on the podcast today we welcome back Jamie Hopkins Jamie is managing partner of wealth Solutions at Carson wealth he's also a finance professor of practice at Creighton University's heider College of Business Jamie and Ron Carson co-wrote a new book called Finding your freedom financial planning for a life on purpose Jamie also wrote the book rewirement rewiring the way you think about retirement prior to joining Carson group he was with the American College of financial services most recently serving as director of Retirement Research he received his bachelor's degree from Davidson College his JD from Villanova University and his llm degree from Temple University he's also a certified financial planner a c

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