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Top IRA & 401(k) Mistakes Live Webinar

Thu, Dec 2, 2021 · 6:30 PM · Eastern Time (US & Canada)
About This Webinar

In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary.

Come and learn more at this group presentation, hosted by DuPont Wealth Solutions . Join us in our FREE online presentation and learn how to avoid the critical mistakes that 80% of IRA owners make.

Categories:
BUSINESS & FINANCE CAREER EDUCATION & LEARNING
Who can view: People who attended or registered for the webinar only
Webinar Price: Free
Featured Presenters
Webinar hosting presenter GREG-DUPONT
JD, CFP®
Today, my clients can give me a call and ask advice without worrying about the hourly billable factor. It’s important to me to bring value and expand and deliver solutions. I’m accustomed to working with clients as a fiduciary and a financial advocate. I describe myself as “a friend in the law”, and that’s exactly what I aim to be. Really, it’s not difficult given that I’m a Columbus native, and the people here truly are my friends and family.

I remain calm and centered in part because I have a great support system. Outside of the office, you’ll hardly ever see me without my wife or my teenage daughter, and that’s perfectly okay with me. My clients and my family are all I need.

I operate on what I call the P.I.L.O.T. process, which stands for Planning Improves Life Over Time. This proprietary, automated, step-by-step process that connects every aspect of their financial life, from growing and protecting their estate, to establishing an income stream for life.

I have seen the tremendous benefits that good guidance can create, and the disastrous impact of the lack of guidance or bad advice. Over my years of practice as an attorney I have met many people in the financial service industry, from new advisors to experienced CFPs, and others with various other accreditations. I have seen the value that having a deep lasting relationship with such an advisor can have, a relationship where someone is watching out for your financial well-being and advising you along the way.

In creating DuPont Wealth Solutions it was my goal to bring together the best available resources for our clients and the ability to address their unique situation. Our team was put together with the central principal of providing first class service in an unbiased, professional manner. We take pride in building long-lasting deep relationships with our clients.

If you are looking for independent guidance and analysis of your financial needs, we welcome the opportunity to meet with you and to be of service.
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