You asked and we delivered! We are thrilled to bring Ryan Townsley, CFP®, RICP®, CPWA® back for a 4-part masterclass where he shares insights he has learned over the years and ways he has differentiated himself from the competition.
Ryan is the founder and lead adviser at Town Capital. He was born and raised in Baltimore, MD. He served in the US Naval Nuclear Power Program from 2003-2009, and worked in commercial nuclear power as an engineer, Radiation Protection Supervisor, and licensed Senior Reactor Operator for 13 years. After completing an MBA and discovering the world of personal finance, he followed his passion for helping his colleagues retire from nuclear power, and started Town Capital, The Only Financial Planning Firm in the World Created Exclusively for Nuclear Power Plant Professionals. He now manages over $110 million in AUM for about 80 households, and has a heavy focus on retirement income and tax planning.
The 4-part course will cover: navigating market downturns, tax optimization, client-centered approaches, and best practices.
Each class will include applicable tools and resources that you can apply to your business today. Don't miss out on this chance to invest in yourself and in your business by providing better retirement planning services for your clients.
A Review of the Client and Advisor's Experience During Two Market Downturns Using Different Solutions
> Meet your instructor Ryan Townsley
> Monte Carlo vs Adjustment-Based Planning
> How guardrails can enhance client confidence during retirement and help advisors better manage market downturns
> Learn the key differences between proactive and reactive financial strategies
