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Build, preserve and
transfer wealth

EQUIP YOURSELF TO BUILD YOUR RETIREMENT INCOME STRATEGY

Bill Kumm Workshop
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COURSE INCLUDES: 160 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:

Education Centered

We believe families and businesses should have a good working knowledge of the tools and techniques available to efficiently execute strategies to secure 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.

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Your Instructor

Bill Kumm

REGISTERED INVESTMENT ADVISOR REPRESENTATIVE, 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 hundreds of employees at major corporations including General Motors, Ford Motor Corporation, 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 31 years practicing in the industry. He is an Accredited Investment Fiduciary, a Registered Investment Advisor Representative with Raymond James Financial Services, INC. Additionally, he is licensed for life and health insurance.