Retirement Planning in Today's Economy

Course Topics
 • Investment Planning   • Income Planning
Healthcare Planning   • Tax Planning    • Estate Planning


When you attend the event, you will receive a comprehensive 164-page workbook.


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Meet Your Instructor

Thomas Wade RICP®

Tom Wade has over 30 years of experience working in the financial services industry. In 2004 he sold a national wholesale firm to an international financial institution and then started Income Planning Group, LLC. Tom built the firm with the understanding of what clients need. The firm was built as an independent advisory group made up of Financial Advisors, an Enrolled Agent, an Estate Planning Attorney and a knowledgeable support team.

Outside of finance, Tom enjoys keeping active with golf and spending time with his family