Broker Check


Tuesday, August 30, 2016

Recently Robert was asked to be a guest speaker at the Buisness Expert Forum at Harvard. If you would like to view this speack, we have you covered. The link below will allow you to watch Robert’s full speech.


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...