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Tuesday, August 30, 2016

Recently Robert was asked to be a guest speaker at the Harvard Business Expert Forum. This speech was streamed live on Harvard’s website, but if you missed it, we have you covered. The link below will allow you to watch...

 

Tuesday, May 24, 2016

2-Day Biannual Workshop Held for Members of Ed Slott’s Elite IRA Advisor GroupSM to Train on Latest Retirement Account Planning Strategies, New Tax Laws and Guidelines for New DOL Fiduciary Rule Robert J. Whelan of Robert Whelan...

 

Tuesday, November 3, 2015

Budget Bill Makes MAJOR Changes to Social Security Planning Provided by Robert J. Whelan CPA, CFP In A Nutshell Both the House of Representatives and the Senate have passed a budget bill that has major implications for retirement...