slide1
Download
Skip this Video
Download Presentation
Kelly Ruggles

Loading in 2 Seconds...

play fullscreen
1 / 10

Kelly Ruggles - PowerPoint PPT Presentation


  • 290 Views
  • Uploaded on

Kelly C. Ruggles is a financial advisor with nearly two decades of experience in the field of financial planning for retirees and preretirees.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Kelly Ruggles' - KellyRuggles12


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
slide2
Kelly C. Ruggles is a financial advisor with nearly two decades of experience in the field of financial planning for retirees and preretirees. Kelly C. Ruggles believes that being educated and informed about the latest tax reforms and investment measures is crucial to the development of sound financial planning for retirement.
slide3
This knowledge, imparted to clients, helps those clients take active roles in the retirement planning process while discussing personal needs and requirements with their financial advisor.
slide4
Kelly C. Ruggles states that the needs and requirements of each person are different in regards to retirement financial plans, and this accentuates the importance of drafting customized retirement financial plans for each client. While most financial advisors use one plan for their clients, such plans rarely work. That is because the financial condition and requirements of clients are rarely, if ever addressed in such generic plans.
slide5
Kelly C. Ruggles regularly delivers lectures and conducts workshops in the Spokane, Washington area to spread awareness among retirees about financial planning for retirement years.
slide6
Kelly C. Ruggles also discusses how seniors can save money while paying taxes, and how they can avoid IRA and 401 tax bombs. Kelly C. Ruggles also educates seniors about facts most mutual fund companies don’t want investors to know.
slide7
By attending these workshops by Kelly C. Ruggles, retirees and preretirees can gain knowledge about the various facts and processes that can help them manage their finances in more profitable ways.
slide8
The schedule of Kelly C. Ruggles’ workshops and seminars is available on his Web site, and readers also can contact his office at (509) 323-2889 to learn additional details about upcoming events.
slide9
Kelly C. Ruggles seeks to make financial information available to retirees who want to make their retirement years a profitable time, even leave a legacy to their family and friends. Learn more about Kelly C. Ruggles by browsing through his Web site,www.kellyruggles.com.
ad