Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Josh Ross
Title
Founder of Energized Retirement Planners
Bio
Josh is founder of Energized Retirement Planners, a firm that specializes in retirees who prefer to combine traditional investment management with tax advice, tax return prep and estate planning strategies all under one roof. He has educated thousands of retirees on tax and estate strategies through podcasts, in-person workshops and college adult enrichment classes. His two rescue dogs, Brynn and Mia, make frequent appearances at both virtual meetings and home visits.
