Beth has been a part of Pension Advisors since its founding in 1999. An experienced Estate Planning attorney, Beth has taken and passed the Bar is three states: Ohio, Illinois and Texas. Beth works with many of our clients on their Estate Planning needs ranging from simple Wills and Trusts to more complex asset protection strategies and well as presents Financial Workshops and Seminars to our Plan Participants.
An Ohio State Buckeye through and through she earned her Law Degree from the John Marshall School of Law.
Beth is married and has four children. She loves to travel, run, spend time with her family and friends, and dreams of retiring in Bora Bora.
J.D., Series 7, Registered Represetantive, Investment Advisor Representantive.
Latest Updates & Information
Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.Read full story here
Check out the Third Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here
U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy. There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone.Read full story here