GoToWebinar

Share

Register Now

July 19 | 12 PM – 1:00 PM (CDT)

Please join Mueller Financial Services, Inc., and guest speaker Ryan Bertrand (Transamerica) for an interactive discussion on some of the most common issues individuals may face in retirement on Tuesday, July 19th at noon.

During this webinar, we will uncover insights into the following topics:

  • Social Security
  • Healthcare
  • Estate Planning

Featured Speaker:


Ryan Bertrand, CFP®, CLU®
Vice President & Managing Director 
Transamerica Advanced Markets
rbertrand@transamerica.com
720.493.4008

Ryan joined the Transamerica Advanced Markets Group with more than a decade of experience in the financial services industry.

Ryan brings his experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.

Moderator


Alex Helms
Wealth Advisor
Mueller Financial Services
ahelms@muellersolutions.com
630.524.5260

Alex joined Mueller Financial Services as a Wealth Advisor in early 2021. With over six years of experience in the mortgage, banking, financial services, and wealth management industries, Alex is able to help clients navigate all stages of their financial journey.

Register Now

Ryan Bertrand and Transamerica are not affiliated with or endorsed by LPL Financial and Mueller Financial Services. Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Have questions?

Contact Ashley Grabenhofer

Call +1 847 783 1909