Beth Lewis on Clubhouse
Updated: Mar 26, 2024
15
Followers
22
Following
Jan 28, 2021
Registered
@401klady
Username
Bio
Financial Planner who is a fiduciary
**Fiduciary: someone who is legally obligated to act in your best interest
27 years specializing in 401k plans and retirement plans for small business owners - managing their liability and cost!
Real Estate within 401k plans 🏠🏡
Specialist in helping clients through major transitions (death, divorce, retirement)
Investments, retirement planning, tax planning, budgeting, and estate preservation planning
Mom to a red-headed teenage girl 😅
CASA volunteer
Invited by: Liana Moore
Last 10 Records
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| Day | Followers | Gain | % Gain |
|---|---|---|---|
| March 26, 2024 | 15 | 0 | 0.0% |
| June 19, 2023 | 15 | +1 | +7.2% |
| December 07, 2021 | 14 | +1 | +7.7% |
| October 29, 2021 | 13 | +2 | +18.2% |
