Build, preserve and
transfer wealth
EQUIP YOURSELF TO BUILD YOUR RETIREMENT INCOME STRATEGY
COURSE INCLUDES: 135 PAGE COMPREHENSIVE WORKBOOK & COMPLIMENTARY INDIVIDUALIZED STRATEGY SESSION WITH BILL KUMM
Boomer Financial Bootcamp is a two-part series that covers topics to help you feel confident with your retirement plan. If you are nearing retirement or currently retired, and want information unique to today’s financial challenges and opportunities, register to attend our upcoming workshops listed below.
* IRA tax deductibility and contribution eligibility may be restricted if your income exceeds certain limits.
* Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional
Register for one of our upcoming events:
There are no upcoming events at this time.
Education Centered
We believe families and businesses should have a good working knowledge of the tools and techniques available to efficiently execute strategies to help plan their financial and life goals. We do this by providing continued education and personal growth opportunities as we corporately navigate life’s challenges and victories. Our comprehensive courses are designed to equip you for all major financial decisions.
Your Instructor
Bill Kumm, AIF®
PRESIDENT, FINANCIAL INDEPENDENCE, LLC.
FINANCIAL CONSULTANT, RJFS
Bill Kumm, AIF®, is a well-known financial educator, author, and financial advisor in Southeast Michigan. He has educated and advised thousands of individuals and families in the areas of wealth management, family protection, estate planning, and wealth transfer issues. Bill has educated and trained thousands of employees at major corporations including General Motors, Ford Motor Corporation, American Axle, Detroit Diesel, Providence Hospital, Karmanos and more. He also provides financial education to local colleges and public schools. Bill co-authored and created the No-Load Divorce Process, designed to assist and coach couples on how to control the process and reduce the financial, physical and emotional costs of divorce.
Bill has a Finance Degree from Central Michigan University. He has 36 years practicing in the industry. He is an Accredited Investment Fiduciary® (AIF®), a Registered Investment Advisor Representative with Raymond James Financial Services, INC. Additionally, he is licensed for life and health insurance.
Raymond James is not affiliated with and does not endorse the opinions or services of the aforementioned entities.