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Seminars & Events 2017-05-21T23:26:55+00:00

Seminar Topics

Social Security Basics

With Social Security, knowing when to file, how to file, and who should file first (if your married) can directly affect your Social Security Benefit for the rest of your life. Rarely, can any of these filings be undone, so make sure to get it right the first time. This in-depth seminar features a 45 minute power point presentation with a 20 minute Q & A session at the end.

The ABCs of Retirement Planning

Are you financially ready for retirement? Are your assets in the right retirement vehicles? Will you have enough income to live comfortably? Are your assets protected from creditors? Will your assets be distributed to their rightful beneficiaries? These questions and more will be discussed in this informative group planning session.

Company Benefit Plans (Getting the most out of them)

From Thrift Savings Plans to Defined Benefit/Contribution Plans, many employees simply check the box without understanding how years of passive management can hamper your retirement goals. Learn how to use your company resources to enhance your retirement picture, and defend against financial disaster.

tax and estate planning

DO YOU HAVE THE RIGHT FINANCIAL PLANNER?

Depending on financial goals, some advisors may not be suitable to handle your objectives. Working with the wrong advisor can limit your access to other professionals, products, and services, increase your risk of you accomplishing your goals; which is sure to complicate matters opposed to simplifying them.

“Thorough Knowledge Empowers Sound Counsel” is a belief that Will Thomas integrates into the work he provides for his clients. As a Certified Financial Planner (known as the Gold Standard of Financial Planners), Certified Investment Management Analyst and Certified Trust and Financial Advisor, Will Thomas III, CFP® CIMA®, CTFA is able to provide the highest quality of financial planning advice & expertise to his clients.

With so many advisors to choose from, let Will Thomas & the Liberty Group narrow your search for a financial advisor down to one Advisor in Washington DC.

Contact Us Today!