About this Presentation Walter Pardo
Wealth Financial Partners is pleased to welcome you to discuss the 5 easy steps to disarm "The New Retirement Savings Time Bomb".
Created specifically for members of Ed Slott's IRA Elite Group, this presentation will explain how you can take financial control, avoid unnecessary taxes, and combat the latest threats to your retirement savings.
Seats are very limited, so make sure you click "REGISTER" to reserve your spot.
Disclosure:
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Wealth Financial Partners LLC and IFG are unaffiliated entities.
Ed Slott is unaffiliated with Wealth Financial Partners LLC and IFG.
Walter Pardo is the CEO of Wealth Financial Partners & WFP Tax Partners. He is a Certified Wealth Strategist® and Professional Plan Consultant™.
Walter is a member of Ed Slott’s Master Elite IRA Advisor Group ℠, an exclusive organization of financial advisors who are specialists in retirement distribution planning.
He is also a member of the Elite POZ Advisor Group, a group of top advisors in the industry at helping their clients mitigate tax-rate risk and longevity risk within the very same financial plan.
Walter holds Series 7, 66 and 63 licenses and is licensed in: AZ, CA, CT, FL, GA, KS, OH, NY, NJ, IL, PA, SC, VA, and TX. He also holds active life and health Insurance licenses in AZ, GA, NJ, NY, IL, KS, PA, TX and CA (Insurance Lic# 0E05940). Walter is also a member of SOFA (Society for Financial Awareness) a Nonprofit organization.
Ed Slott
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
