Check this space often for new
virtual events and workshops.

Our founder, Bill Greenfield, leverages his passion for financial education with his 30-plus years of focused experience to give people the tools and information they need to confidently take an active role in securing their own financial security. This spirit of education is at the core of everything we do at Wealth Bridge Advisory for our clients and community at large.

That’s why we offer a series of free online community workshops to educate people on a range of relevant industry topics.

Understanding Social Security

Social Security is the single most common element of most Americans’ retirement plans. But it’s also one of the least understood. Contrary to popular belief, …

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Understanding Medicare

Medicare is one of the most commonly misunderstood “age-related milestones” when it comes to financial planning. But it’s a crucial component of any retirement plan. …

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Understanding how to use IRAs in retirement

Even if you know the basic differences between a Traditional, Rollover, or Roth IRA, it’s necessary to understand that they function differently in retirement. In …

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Understanding Housing Wealth & Reverse Mortgages in retirement

If you want a snapshot of how confusing the investment landscape can be, look no further than the wide range of opinions on Reverse Mortgages. …

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