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 Long-Term Care Planning

While Social Security and Medicare may be the most important topics for planning one’s retirement, the most misunderstood is how to plan for the possibility ...
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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 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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