FENG FORUM

Wednesday, June 24th, 2020 via Zoom.us

 

"Five Questions You Should Ask Before You Retire"

Presented by Paul P. Waller, Certified Financial Planner and Financial Advisor from Wells Fargo Advisors

 

 

Date: Wednesday, June 24th, 2020

Time:
7:45 - 8:00 a.m. - Log on to meeting
8:00 - 9:00 a.m. - Presentation

Location:
via Zoom.us

You must register (RSVP) on The FENG website thefeng.org by Tuesday, June 23rd, 8:00 am to receive the Zoom instructions.  Our National website thefeng.org is where you register for the meeting, not our chapter website thefengstl.org.

 

To RSVP:

  1. Members: thefeng.org. Log into the website. Click on the box for the meeting you are attending and then click on the blue word “register” in the sentence above.
  2. Guests or Strategic Partners: thefeng.org/chapters/rsvp.php?tid=12492. Fill in the information, click on I am not a robot, and click submit RSVP.

You will be sent a confirmation after registering.

You will be sent the Zoom link 24 hours prior to the meeting.

Download the Zoom.us program from the Zoom website or the Zoom APP to whatever device, phone or tablet, you will be using.  Follow Zoom’s instructions to join our meetings.

 

If you miss the deadline or do not receive the link, please contact:

Harold Jennings
St. Louis Chapter Chair
This email address is being protected from spambots. You need JavaScript enabled to view it.
(314) 498-9034

 

 

Presentation:

“Five Questions You Should Answer Before You Retire”


Please join us for a retirement planning discussion presented by a Financial Advisor from Wells Fargo Advisors, Paul Waller, CFP. The speaker will provide a list of items for consideration leading up to retirement. This should be an interesting presentation considering the current movements in the Commodity and Stock Markets as well as the general economic market condition.

 

 

About the Speaker
Paul P. Waller IV, CFP® 

As a CERTIFIED FINANCIAL PLANNER™ professional, Paul has served high net-worth families for more than 10 years.  This has allowed him countless opportunities to develop the Plan that has guided individual clients toward and into their retirement years.  He has also led numerous discussion groups on Financial Planning, IRA Distribution, and Federal Benefits Strategies.  He attained his Bachelor’s and Master’s degrees in Business Administration from Southeast Missouri State University and McKendree University, respectively.  Paul enjoys boating at the Lake of the Ozarks, golf, and a good book.  He lives in Chesterfield with his wife, son, and two dogs.