Don has over three decades in the financial services industry. He owns a wealth management firm in Newport Beach, California. Don’s company specializes in asset management and estate planning for soon to retire and retired individuals. He delivers coaching support to more than 100 financial planners. His first book “Stop Wasting Your Wealth in Mutual Funds…” has been highlighted in Forbes and other business publications, Don also gives over 50 webinars a year to clients. He is a popular speaker and contributor at trade shows, financial web sites and electronic and print media outlets. His web site: plantoretireok.com
David has 40 years experience in advertising, public relations, newspaper reporting, direct marketing with companies and institutions. Owned two newspapers, marketing communications manager for corporate aviation company and oil field equipment manufacturer, partner in advertising/direct marketing agency, and presently principal in his own company, The Marketing Company (mktingco.com), a sales acceleration agency.
Rollover shows all retirees how to distribute assets when they’re no longer accumulating them
In essence, there is perhaps no greater financial challenge facing this largest generation of Americans ever than the issue of protecting and maintaining sufficient, dependable, tax-reduced, inflation-adjusted retirement income. In the absence of sound financial strategies and the total involvement of boomers themselves toward the distribution of their retirement assets, the financial security of tens of millions of Americans are at risk.
This book addresses this issue and offers the solution