According to a National Funeral Directors Association (NFDA) 2020 survey, 34% of association members plan to retire within the next five years; however, 73% do not have a succession plan for their business. And, when asked what their biggest concerns are for retirement, healthcare, maintaining their standard of living and running out of money topped members’ lists. To help funeral professionals plan for retirement, NFDA is pleased to welcome Roosevelt Investments as its newest Endorsed Provider partner.
“I am happy to welcome Roosevelt Investments as an NFDA Endorsed Provider,” said NFDA President Randy Anderson. “No matter how close you are to retirement – or how much planning you have done – Roosevelt Investments can help you to consider how you can achieve your long-term financial goals and feel confident that you will have the resources you need to enjoy your golden years.”
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