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, …
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. …
Understanding Tax Planning & IRAs
“People often pay more in taxes than expected because of our government’s confusing and different ways it treats various income sources with hidden taxes and penalties. This workshop will help …
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. …