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All About Allen & Company

Hosted by: Laura Hawley Special guest: Kyle Cobia

August 14, 2019

Host
Laura Hawley – CFP®, Vice President, Financial Advisor at Allen & Company

Co-Host
Kyle Cobia – AIF®, Vice President, Financial Advisor at Allen & Company

In this episode, we’re going to talk a little bit about Florida’s oldest investment firm, Allen & Company, founded in 1932, here in Lakeland. With our coming merger with LPL, it was necessary to take some time to talk about Allen & Company and answer questions about this merger. We’re also talking about planning for retirement and all the things to keep in mind during the retirement planning process.

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.

In this episode we cover:

  • A little bit of our history (1:44)
  • What goes into planning for retirement? (8:48)
  • Signs that you’re ready for retirement (19:51)
  • Some really important factors to keep in mind during the retirement planning process (26:52)

Links From the Show:

Connect with:

Laura Hawley – CFP ®, Vice President, Financial Advisor at Allen & Company
Allen & Company – Laura Hawley
LinkedIn – Laura Hawley

Kyle Cobia – AIF®, Vice President, Financial Advisor at Allen & Company, Winter Haven
Allen & Company – Kyle Cobia
LinkedIn – Kyle Cobia

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