Navigating Strategies to Help Keep Your Yachting Lifestyle in Your Retirement Years

Class details:

Available Sessions* Location Instructor
Wednesday, January 8, 4:45 pm Windward Room William Bloom
Thursday, January 9, 3:30 pm Windward Room William Bloom
Friday, January 10, 3:30 pm Windward Room William Bloom

Class description:

Running out of money in retirement is the number 1 concern of retirees.  Keeping your yachting lifestyle in retirement is the second concern.  Come to this seminar and learn that 6 steps that can allow you to keep your yachting lifestyle in retirement.  One person from the attendee list will receive a complimentary retirement income plan!

About William Bloom

Bill Bloom is an independent financial planner and principal of Bloom Financial Company in Chicago. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful solutions to a wide range of financial matters including: investments, risk management, tax planning as well insurance needs analysis.