WheelerFrost Speaking Topics

College Savings Plan Options

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Examines the benefits of tax-deferral & tax-free withdrawals for higher education. Also addresses who can contribute and how much.

For more information or to request a speaker, please contact us at events@wfawealthmangers.com or call 619-491-0225.

Know Your Retirement Options

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How much money you will really need for a comfortable retirement and what does that mean for saving today? Which type of Retirement Plan is right for you? The benefits and differences between a 401k plan, SEP IRA, Roth IRA & Traditional IRA, and how to know which one might be a good fit for […]

Legacy Planning

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How to create your own unique lasting legacy and why it is so important to your loved ones.

Financial Planning and Ethics

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This presentation meets the requirements of the 2 hour Ethics CE requirements of the Board of Certified Financial Planning. Learning objectives include: learning the material elements of financial planning, demonstrating an understanding of the elements of a written plan, and defining elements of the fiduciary standard as it applies to financial planning. This program has […]

The Mockery of a “mock SEC audit”

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SEC registered investment advisers are required to conduct annual reviews of their business operations and practices. Proof of these reviews is a key item for SEC examiners. Many compliance review firms offer services to provide RIAs with professional evaluations for meeting the “annual review” requirements. In some cases, these reviews are promoted […]

Wealth Management – Delivering on the Promise

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“Wealth Management” is not just a title, it’s a process. It means knowing more about your clients and taking on new responsibilities. It means finding an efficient way to work with other advisors, manage the process and provide feedback. Without the right technology, this is a daunting task. Technology frees advisors to have more face […]

Collaboration – Why it isn’t working and what you can do about it

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Collaboration means the act of working together. For years wealth advisor professionals have talked about working together. In reality, few do. This presentation discusses the advantages of collaborative work for clients and advisors. It reviews the inhibitors to effective collaboration. Why do attorneys, accountants, insurance agents, financial planners and others […]

Activities, Things, & Dreams – A New Way of Planning

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Transaction based planning misses the point. Money and the things it buys are only by-products of the meaning of our lives. This presentation educates advisors on the process of helping clients fulfill their life goals by focusing on dreams and bringing their activities and things in line with their dreams. This presentation […]

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