Financial strategist of PlanPrep, LLC Burt Williamson brings his 22 ½ years of financial planning and presentation experience helping other financial advisors around the country to advise their clients on their challenging financial matters, and he works directly with Californians like you and your clients right here. Having advised on hundreds of millions in assets and worked on thousands of cases, he’s seen just about every scenario imaginable. He has an MBA from UCONN, an economics degree from Columbia University, and was a master presenter at American Express Financial Advisors (now Ameriprise) to AMEX cardholders.
This will be a somewhat humorous, enlightening, and empowering session with some actionable information you can use right away to get a hold of your financial situation. Oh, and it’ll be in plain English.