National recognized IRA distribution expert, and best-selling author of “The New Retirement Savings Time Bomb”, professional speaker Ed Slott regularly presents on IRA and estate planning strategies, combining unique insights with a natural ability to turn complex financial issues into actionable, entertaining advice.
Now, Ed brings his practical, easy-to-understand style to Spectrum Advisors’ clients and friends, sharing timely information on of the perils of our current tax environment if we don’t make changes, and some of the opportunities we have right now!
You can preview some of the highlights here:
View the full event here:
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Meet the Advisors
Mike Reppert, CFP®, CSA®
David Faulkner, CFP®
Mike is senior partner of Spectrum Advisors, a full-service financial planning firm he founded in 1982. As financial advisor at Spectrum Advisors, David brings more than 20 years of experience to his role. Together, Mike and David work hard to help people take charge of their financial futures - and achieve a 5 star retirement.
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