There are certain things that go on in everyone’s life, we live, we work, we pay taxes, and we die. And aging, taxes, retiring, and death are not topics on the top of most people’s conversation lists. However, these things are all unavoidable so by planning ahead the hope is you will be set up for a more practical, independent life. This white paper reviews some ideas that can help you to plan for retirement and take advantage of opportunities that you may not be aware of.
International financial educator for individuals seeking to optimize and understand retirement
Works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy
History on Wall Street, gaining a vast knowledge of financial markets and 37 years of experience enabling him to create a holistic plan for every individual, helping to maximize income and mitigate risk while never running out of retirement money
Well-known international keynote speaker, workshop provider, and media host
Author of 14 books (his latest, Understanding Social Security) and over 5,500 articles to stimulate others to increase their knowledge and awareness of the financial markets
Holds licenses in seven states enacting as a fiduciary for his clients
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training
in any format, any time!
White Papers and Articles
Sponsored Live Webinars
Additional benefits include:
State Specific Credit Tracker
Members Only Newsletter
All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
You can Login to access if you are already registered.