Event Details
June Chapter Meeting-Jeff Billberry-Effective Retirement Planning in Uncertain Times
| Date: | June 9, 2021, 7:30am |
| Organizer: | |
| Location: | Central Bank-400 S. Business 65, Branson MO 65616 |
| Price: | $20 for non-member, $15 for members, Included in Annual Fee |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
Over the past 18 months the world has changed and for many people their outlook about retirement has more uncertainties than ever before.
Jeff Bilberry, a Certified Financial Planner and Partner at Heim, Young & Associates, Inc will help to address ways to prepare for retirement and strategies to establish a comprehensive financial plan. He’ll address areas including retirement planning, investment management, inflation, taxes and more.
Jeff graduated from Kansas State University in 2001 with a Bachelor of Science in Advertising/Mass Communication. After spending time working with a Top 40 Radio station in the Kansas City area as an Advertising Executive, he changed career paths to pursue an opportunity in the financial planning industry. Jeff relocated his family to the Ozarks and joined Heim, Young & Associates, Inc. He has now worked for over 10 years as a Financial Advisor in the Springfield and Branson area. He is Series 7, Series 66, Series 24, as well as Life and Health Insurance licensed. He is a CERTIFIED FINANCIAL PLANNER ™ Professional and has obtained the designation of Accredited Asset Management Specialist® from the College of Financial Planning
