(770) 355-9686 PassmoreCEP@Bellsouth.net
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  • Home
    • About Us
    • Our Location
    • Our Reviews
    • Financial Services
    • Fixed Index Hybrid Annuities
    • Insurance Services
    • Long Term Care
    • Professional Fiduciary Money Management
    • Retirement Income Planning
    • Will and Trusts
    • Independent Women
    • Multigenerational Families
    • Pre-Retirees
    • Professionals
    • Seniors
    • The Next Generation
    • Those in Transition
    • Educational Videos
    • Frequently Asked Questions in Retirement
    • Frequently Used Terms
    • Interactive Video
    • Seminar on Call
    • IRA BLOG
    • Weekly Market Commentary
    • Weekly Newsletter
  • Contact

Estate-Planning

Mar 16, 2023

Recent Posts

  • Medicare Supplements in 2026: What’s Changed, What Hasn’t, and How to Choose Confidently
  • Long-Term Care Planning in 2026: The “Quiet” Risk That Can Reshape a Retirement Plan
  • Roth IRA Distribution Rules and Rollovers of Required Minimum Distributions: Today’s Slott Report Mailbag
  • A Different Fix: Excess IRA vs. 401(k) Plan Contributions
  • How the Vesting Rules Work for Company Retirement Plans
Contact

Contact Certified Planners Group, LLC

Call us Today

(770) 355-9686

Email Address

PassmoreCEP@Bellsouth.net

Buford, Georgia

1819 Buford Hwy NE, Suite #B
Buford, GA 30518

Questions? Reach out anytime — we’ll help you get clarity and build a plan that matches your goals.

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