Many employees still aren’t saving for retirement every paycheck. Dave talks with Taylor Watts, a financial advisor and investment analyst at Carroll Financial, about giving employees the best chance to positively shape their financial future. Learn how to educate employees on benefits, retirement plan options that can be offered, forming saving habits and more.
You can reach Taylor at twatts@carrollfinancial.com or 704.409.2596.
Today’s Episode
“Accountable” Audio Archive
David is SCACPA’s advisor and speaker on Business and Industry topics. Join us often as he chats with today’s business leaders. Visit and “Like” the new David Peters Financial Facebook page at www.facebook.com/davidpetersfinancial. You can also watch this interview on the YouTube channel for David Peters Financial.
You can reach David at david@davidpetersfinancial.com with your questions and comments.
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Previous Installments
Jan. 21: Building Effective Data Metrics Dashboards with CEO Allie Feakins
Jan. 4: When Designing Retirement Plans for CFOs, Why Work with a CFP? With Investment Analyst Brice Oldham
Dec. 21: Harnessing the Power of Data with Senior Data Warehouse Devloper Patsy Daniels
