2 thoughts on “What matters most in retirement planning”
Hi Robert
I manage an independent broker dealer in Canada. We are financial planning focused and only market/sell managed assets (ie no direct bonds or securities) working with companies such as SEI, Russell and Fidelity, among others. I have seen you speak before and am an active reader of your site. I am wondering what fees you charge for speaking engagements.
We are holding our Top Performers Conference neat May in Naples, Florida and I would be interested to gauge your interest in speaking about your perspectives re Retirement Planning in the USA.
Cheers
Andy
Andy Mitchell, MBA
President, Worldsource Financial
TEL 905 940 0992
FAX 905 940 1410
http://www.worldsourcewealth.com
This e-mail may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. If you received this e-mail in error, please advise me (by return e-mail or otherwise) immediately.
Hi Robert
I manage an independent broker dealer in Canada. We are financial planning focused and only market/sell managed assets (ie no direct bonds or securities) working with companies such as SEI, Russell and Fidelity, among others. I have seen you speak before and am an active reader of your site. I am wondering what fees you charge for speaking engagements.
We are holding our Top Performers Conference neat May in Naples, Florida and I would be interested to gauge your interest in speaking about your perspectives re Retirement Planning in the USA.
Cheers
Andy
Andy Mitchell, MBA
President, Worldsource Financial
TEL 905 940 0992
FAX 905 940 1410
http://www.worldsourcewealth.com
This e-mail may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. If you received this e-mail in error, please advise me (by return e-mail or otherwise) immediately.
Please drop me a line at rpseawright [at] mas-bd.com with the date and what you have in mind, Andy. I’d love to work with you.