The Perfect Plan is a show about all things finance.
Here are just some of the topics Matt will be sharing his insight on:
✅ The Importance of Saving Early
✅ Pre-Retirement Planning
✅ Employee Retention
✅ Employer Deductions
✅ Corporate Benefits
✅ Long Term Care
✅ Business Ownership Issues
✅ Exit Strategies
✅ Gifting
✅ Estate Planning in 2024
✅ Insights on how to tie all of this together and build the perfect plan!