At Strategic Wealth Advisory, we believe that while it is important to accumulate wealth for retirement, it is how much of that wealth you get to keep that really counts. To help you do this, we continually educate ourselves about issues related to financial retirement planning and IRA distribution rules in particular. We share this information with our clients through individual consultation and periodic workshops.
Earl Schultz, ChFC, president of Strategic Wealth Advisory and Shannon LaRosse, investment advisor representative, are the presenters. Earl is a member of Ed Slott's Master Elite IRA Advisor Group*, through which he has gained significant insight into IRA planning and financial planning. Join Earl and Shannon for a fast-paced financial planning seminar. Space is limited. Sign up today!
*Being a member of Ed Slott's Master Elite IRA Advisor Group does not imply a certain level of skill.
For the workshops listed below, please call our office at 610-404-3014 or 1-877-888-3014.