We can now offer you personalized, ongoing advice for your employer qualified plan for only $15-$125 per month. I’ll cover the precise details on fees in the webinar.This is exciting news as I strive to offer you the services you will need to achieve your retirement goals.

In the interests of efficiency, because of the interest expressed, I have scheduled a brief 15-20 minute webinar to explain more to everyone interested. Click on the date below to register:

Register Me for the Webinar on Thursday, August 6, 2020 @ 6:30pm EDT

I’ll have a brief Q&A period following the presentation.

Meanwhile, I would love to schedule some time with you soon to discuss this new and exciting service I am now offering all of my clients.

So, following the webinar, schedule a virtual appointment for a quick discussion by clicking the Schedule A Virtual Appointment button below.

And, can you do me a favor?

If you know of anyone who has recently expressed frustration with their 401k plan, forward this email and have them register for the webinar and schedule a virtual meeting as I now can help them too.

I look forward to hearing from you soon!

Stay happy, safe, and healthy.

Wally