Join hosts Lisa Kottler and Will Prest as they dive deep into the legal and compliance landscape shaping retirement technology innovation with ERISA attorney Bonnie Treichel. This episode explores practical strategies for navigating the complex regulatory environment while fostering collaboration between legacy firms and emerging RetireTech companies.

Bonnie brings a unique perspective as both an attorney and operator, running two firms while staying at the forefront of industry innovation. From her upcoming book "Your Retirement Sketchbook" to her insights on partnership structures, this conversation reveals how smart legal strategy can accelerate rather than hinder RetireTech growth.

Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts: https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial/dp/1804091952/ref=sr_1_1?dib=eyJ2IjoiMSJ9.IYgUDFBD_ZLNwrEnxXZLr1rmQBAEiU2s3nc9YgrwQeMJk6oj5PpfJWCbJQtr7BhYWY7gNZrNmRhtXTFYELwD16TiUhF3qX6zXHj_6z6TVVm53f-EGHFcgbWv-IK5WL7QU65_FsMv7Ri3xQzVIH280GwgqcHNZEx9btrjhAnHYw_HQVAcAHfA1M3N3q1j0gWEB-H-Epz80JRYzDzrhOSOhOodqVJaNeWaVRp3l8I1-1M.KsBEMeSH1H6MnwwhTjIMdfIryJ0FK_OUGyi3GZTBaVI&dib_tag=se&hvadid=713542018012&hvdev=c&hvexpln=67&hvlocphy=9059583&hvnetw=g&hvocijid=16771137218294878157--&hvqmt=e&hvrand=16771137218294878157&hvtargid=kwd-2438321451310&hydadcr=22566_13730726&keywords=your+retirement+sketchbook&mcid=5de30c2c70a0346eb1457cfd6f746d0d&qid=1758660146&sr=8-1