October Meeting

Date: Tuesday, October 18, 2016
Time: 12:00pm - 1:00pm
Location: Polo Grill in Lakewood Ranch
Speaker: William H Balck, Jr. "Bill"

Managing Tax Deductions Through Customized Retirement Plans

William H Balck, Jr. "Bill"

Bill has a B.A. from Rollins College in Business Administration and Economics, is a CLU, ChFC, Life and Qualifying member of the Million Dollar Round Table (MDRT), and eighteen time Court of the Table and eighteen time Top of the Table qualifier. Bill brings that unique and necessary combination to the marketing effort. He is comfortable with the explanation of complex ideas and able to put them into easily understood concepts, with the ability to sell.

Having spoken nationally and internationally on the topics of qualified plans, Bill is a much sought after speaker. He is certified to teach continuing education to CPA’s and insurance professionals. Additionally, he has had numerous articles published in industry journals and has been featured on radio programs that address financial planning matters.

Licensed in 43 states, we are truly a national practice. Bill has marketed and administered plans in virtually every state in the union.

See Upcoming Event Calendar