Income and Tax Saving Strategies
Hear Bill Levinson as he interviews Mary Read CPC, QPA, CPFA, National Director of Pension and Protection Planning at Pentegra Retirement Services! Mary was the Vice President for an A+ rated life insurance company among other prestigious positions in her tenured past! She has also authored and published 3 award winning books! In this episode, Mary discusses her journey in the business, as well as her famous income and tax saving strategies that have helped so many of her clients around the country!