Do you know when you can retire? Determining your Financial Independence Target # (FIT#) can help!
WHEN WILL YOU BE “FIT” TO RETIRE?
How do you know when you’ve saved enough to enjoy a happy, comfortable retirement? Let Chris Molloy help you discover what your FIT#™ is, so that you can feel confident about your retirement plan. Chris will reveal a holistic approach to retirement planning that considers taxation issues, timing of pensions, optimizing sources of income, estate planning matters, and more.
This webinar qualifies for 1.5 Category 3 CE credits
Please note: Attendees must stay for the full duration of the live webinar to receive CE credits. Credits cannot be earned through video replay.
About Chris Molloy
Chris is Senior VP of Advisory Services at TMFD Financial and has 25+ years of experience in advising clients on tax, investment, and estate planning strategies that help achieve financial goals. He believes in helping clients make informed choices, and takes great pride in developing comprehensive financial plans for dentists. Prior to joining TMFD Financial, Chris worked as a financial advisor with one of Canada’s largest life insurance companies. Chris joined Mike Lakhani’s team in 1996 and became an advisor with Assante Financial Management Ltd. in 2001. He is also co-author of the book: “Secrets of the Wealthy Dentist.”
Chris Molloy
WATCH THE RECORDED SESSION
Please note: Credits cannot be earned through video replay.
Name of Provider: TMFD Financial
Locally Approved PACE Program
Provider for FAGD/MAGD Credit.
Approval does not imply acceptance by any regulatory authority for AGD endorsement.
(09/01/2021 to 08/31/2022)
Provider ID # 409385