Dynamic Duo with Lisa S. Boyer

This is a presentation designed by our Arcola office and presented by Lisa Sappenfield Boyer, CFP®. The Presentation was given via Zoom to community members who attended the event hosted by the Champaign IL Public Library on July 16th 2020.

Dynamic Duo presentation is on the possible advantages of combining a Roth IRA with your 401k through work.

Please reach out to us if you have any questions that we may assist you with.

Lisa Sappenfield Boyer, CFP® Professional

Investment Advisor Representative

217-268-3216

217-268-3257

lisa@boyersappenfield.com

Stan G. Boyer

Investment Advisor Representative

217-268-3216

stan@boyersappenfield.com

John B. Bennett, CFP® Professional, EA

Investment Advisor Representative

2172683216

2173393206

john@boyersappenfield.com

Cole O'Rourke, FPQP®

Financial Assistant - Non Registered Admin

2172683216

2172683257

Elissa Powell

Support Assistant Representative

Max Gensler

Licensed Administrative Professional

217.832.3033

max@boyersappenfield.com