Book Bob Donaldson, ChFC®
With more than four decades of financial experience and knowledge and an unparalleled passion for helping individuals understand and reach their financial potential – Bob Donaldson is a compelling public speaker available for your business, civic organization or other presentation needs. He is available to create custom presentations based upon:
- Specific topics of interest for your group
- Length of presentation needed for your event (from keynote to half-day training engagements)
- Size of your audience from small group discussions to large conference events
Topics of expertise include:
- Retirement planning for a volatile economy
- Tax-advantaged strategies maximizing tax efficiency of your portfolio
- Asset protection strategies to “right size” your coverage needs
- Diversified Investment strategies including low-risk options to deliver better after-tax returns than traditional money market, CD or government bond options
- Lifetime income strategies providing reliable, tax-managed income to maintain your retirement lifestyle
- Estate planning to proactively reduce or eliminate common costs, delays and stresses following death or disability events
(*AGW does not provide legal advice, therefore will work with your attorney to help facilitate estate planning.)
- Business succession planning considerations and strategies for the sale or transfer of your business
- Social Security maximization strategies
- Long-term care strategies that don’t require enormous premiums
- Medicare planning understanding deadlines, coverage options and more
Contact us to discuss booking Bob Donaldson for your event needs today!
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