Join Hartford Funds Bill McManus for his Retiring the Old Age Story presentation at Egan, Berger, & Weiner's 2022 Back to School Night on October 6, 2022.
Click here to watch the presentation on our YouTube Channel.
We’ve all been told a certain story of what aging would look like. And for a long time, people have lived that particular version of “old age.” But what if society’s thinking of aging is outdated? What if one day, they woke up and realized things could change if they wanted them to?
They didn’t have to live a vision of old age that was pieced together years ago. Their latter years could actually be anything that they wanted. How did we get to our current concept of aging, and how can we dispel the myths we’ve been told to create our own stories?
Bill is part of the applied insights team for Hartford Funds. In his current position, Bill is responsible for engaging and educating both financial professionals and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. Bill joined the organization in 2003 as an advisor consultant responsible for marketing Hartford Funds in Virginia and West Virginia. Bill earned his Certified Investment Management Analyst (CIMA®) designation, is FINRA Series 7 and 63 registered, and holds his life and variable insurance licenses. Bill has been widely quoted in consumer and trade publications such as US News and World Report and Wealth Management.com. He has also appeared as a featured guest on Bloomberg Radio to discuss his views on retirement-related topics. Originally from Smithville, New Jersey, Bill attended the University of Pennsylvania where he earned a bachelor’s degree in political science. He currently lives in Austin, Texas.
Egan, Berger and Weiner, LLC is an independent financial planning firm founded in 2003 and focused on providing personalized and thoughtful guidance to assist clients in pursuing their financial goals. We act in a fiduciary relationship with our clients by putting their interests before our own - always. What sets us apart is that we work with you, to understand what is most important to you and to build a unique financial plan around your life. We can work with you to implement strategies designed to help:
- Grow your assets
- Protect the ones you care for most
- Preserve what you have worked so hard to achieve
- Pay for education expenses Ensure your independence in later life
- Create a lasting legacy
As our firm continues to grow and evolve, we stay focused to ensure our clients enjoy the exceptional service that has been a hallmark characteristic of EBW. We look forward to talking with you about how we can help you reach your goals. At EBW, the vision is uniquely yours, the strategies are uniquely ours.
Relationships with valued clients such as you are the reason we're in business and we always welcome the opportunity to speak with people who could benefit from our experience. If you have someone you believe could benefit from our services, please contact us at (703) 506-0030. We do not accept orders via email to request, authorize, or effect the purchase or sale of a security, to send mutual fund instructions, or to effect any other transaction. Receipt of important letters, emails or fax messages, particularly those related to security transactions, must be verified by telephone at (703)506- 0030. The information in this email and any files transmitted with it may be confidential and/or privileged. If you are not the intended recipient or the person responsible for delivering the email to the intended recipient, be advised that you have received this email in error and that any use, review, dissemination, forwarding, printing, or copying of this email, or attachments, if any, is strictly prohibited. If you have received this email in error, please notify the sender by return email, or contact Susanna Propp, Office Manager at Egan, Berger, & Weiner, LLC at (703)506-0030 and delete this email from your system. Thank you. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.