GenFi Podcast

3655 Brookside Parkway, Suite 400 Alpharetta, GA 30022 (770) 458-9700 Benjamin Yin (CA Insurance license #0H58809), Daniel Burke (CA Insurance license #0N30000), Rachel Wilder, Wesley Brugh (CA Insurance license #4238906, Jeff Hudson, Henry McGee (CA Insurance license #0L27395), Matthew Pisera, and Thomas Nolan Pendleton (CA Insurance license #OM66322) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, LA, MA, MD, MI, MS, MT, NC, ND, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, and WY. No insurance business may be conducted outside this/these state(s) referenced.

Benjamin Yin, Daniel Burke, Rachel Wilder, Wesley Brugh, Jeff Hudson, Henry McGee, Matthew Pisera. and Thomas Nolan Pendleton are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Al, AZ, CA, CO, CT, DC, FL, GA, IA, KY, MA, MD, MS, ME, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Benjamin Yin, Daniel Burke, Rachel Wilder, Wesley Brugh, Jeff Hudson, Henry McGee, Matthew Pisera, and Thomas Nolan Pendleton are also separately registered as an investment adviser representative through Eagle Strategies LLC, a Registered Investment Adviser, and is licensed to offer advisory services in the states of AL, AZ, CA, FL, GA, LA, KY, MA, ME, MS, NC, NJ, NY, OH, PA, TN, TX, VA, WI, and WY. As such, these services are strictly intended for individuals residing in the specific state referenced.

Generational Financial Partners LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Generational Financial Partners LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.