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 cornerstone of retirement for many Americans, yet it is often misunderstood or used inefficiently. This workshop will guide you through the ins and outs of the program, focusing on the key elements of claiming strategies, timing, and how to incorporate these benefits into a comprehensive retirement plan…tailored to your specific needs. Whether you’re nearing retirement or planning for the future, this workshop will help you:
- Navigate Social Security
- Make informed decisions that align with your goals.
All virtual workshops are opened to any attendee anywhere in the country. Contact Wealth Bridge Advisory to register.
Tuesday, April 8th
6:30pm – 7:30pm Virtual
Cherry Hill Recreation Dept., NJ
Wednesday, March 19th
6:00pm – 7:00pm Virtual
Burlington County Lib. System, NJ
Coming Soon
Camden County College, NJ
Coming Soon
Ferguson Library, Stamford, CT
Medicare Basics: Managing Your Medical Care in Retirement
Medicare will eventually be everyone’s medical insurance plan. It is one of those age-related milestones that must be mastered to complete your retirement planning. This workshop will cover such topics as when to sign up for Medicare, what Medicare does – and does not – cover, the costs, and what your options are. By understanding these components, you can make informed decisions about your Medicare coverage and how it integrates into your broader retirement and financial strategy.
All virtual workshops are opened to any attendee anywhere in the country. Contact Wealth Bridge Advisory to register.
Tuesday, April 9th
6:30pm – 7:30pm Virtual
Cherry Hill Recreation Dept., NJ
Wednesday, March 26th
6:00pm – 7:00pm Virtual
Burlington County Lib. System, NJ
Coming Soon
Camden County College, NJ
Coming Soon
Ferguson Library, Stamford, CT
Understanding IRAs
The decisions you make today can have an impact on your overall retirement plan. Thus, it is important to learn the strategies of how to utilize IRAs in retirement. In this workshop you will learn the rules for contributing to an IRA, the different types of IRAs available, how to properly perform a Roth Conversion, and learn how to coordinate IRA planning with other aspects of retirement. At the end of the workshop, you will receive an assessment that will provide an action plan that will assist you in managing your IRAs in retirement.
All virtual workshops are open to any attendee anywhere in the country. Contact Wealth Bridge Advisory to register.
Coming Soon
6:30pm – 7:30pm Virtual
Cherry Hill Recreation Dept., NJ
Wednesday, April 2
6:00pm – 7:00pm Virtual
Burlington County Lib. System, NJ
Coming Soon
Camden County College, NJ
Coming Soon
Ferguson Library Stamford, CT.
Understanding Long-Term Care Planning
This workshop aims to provide crucial information about the risks and financial implications of needing long-term care. Many people are unaware of the possibility of needing such care and how it can affect both their lives and the lives of their loved ones. The topic of how to pay for long-term care will be discussed in depth. This workshop highly recommended for both parents and adult children, as it’s vital for both parties to understand the consequences of protecting your financial future and preserving family harmony while navigating long-term care concerns.
All virtual workshops are opened to any attendee anywhere in the country. Contact Wealth Bridge Advisory to register.
Tuesday, April 10th
6:30pm – 7:30pm Virtual
Cherry Hill Recreation Dept., NJ
Tuesday, April 22nd
6:00pm – 7:00pm Virtual
Burlington County Lib. System, NJ
Coming Soon
Camden County College, NJ
Coming Soon
Ferguson Library, Stamford, CT
Retirement Timeline: Planning for the Final Frontier of Your Working Life
All virtual workshops are open to any attendee anywhere in the country. Contact Wealth Bridge Advisory to register.
Wednesday, March 12th
6:00pm – 8:00pm Virtual
Burlington County Lib. System, NJ
Wednesday, April 16th
6:30pm – 8:30pm In Person
Camden County College, NJ
Thursday, April 17
6:00pm – 7:30pm In Person
Maple Shade Library, NJ
Wednesday, April 23
6:30pm – 8:30pm
Cherry Hil Recreation Dept., NJ
bill@wealthbridgeadvisory.com
126 Forest St., Unit 126
Stamford, CT 06901
(856) 888-1090
Securities offered through World Investments, Inc., a full-service broker-dealer and member of FINRA / SIPC.
Investment Advisory services offered through World Advisory Services, an SEC Registered Investment Advisor.