In case you missed it live, Mueller Financial Services, Inc., and guest speaker Ryan Bertrand (Transamerica) invite you for an interactive discussion on some of the most common issues individuals may face in retirement.
During this webinar, we uncovered insights into the following key retirement decisions:
- Social Security
- Estate Planning
Ryan Bertrand, CFP®, CLU®
Vice President & Managing Director Advanced Markets
Ryan joined the Transamerica Advanced Markets Group with more than a decade of experience in the financial services industry.
Ryan brings his experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.
Alex joined Mueller Financial Services as a Wealth Advisor in early 2021. With over six years of experience in the mortgage, banking, financial services, and wealth management industries, Alex is able to help clients navigate all stages of their financial journey.
Ryan Bertrand and Transamerica are not affiliated with or endorsed by LPL Financial and Mueller Financial Services.Retirement, Webinar
September 20, 2022
On-Demand Webinar: Understanding Healthcare in Retirement: Medicare 101
Share*Important dates to enroll in, switch or cancel a Medicare plan for 2022 are October 15 through December 7, 2022. …Read More navigate_next
August 23, 2022
On-Demand Webinar: Financial Planning For Young Families
ShareIn case you missed it live, Mueller Financial Services, Inc. invites you for an interactive discussion on financial planning for …Read More navigate_next