Thomas M. Schultz, Investment Consultant

Securities offered through LPL Financial member FINRA/SIPC
The LPL Financial registered representative associated with this site may only
discuss and/or transact securities business with the residents of the following
states:  New York and South Carolina.
Copyright 2008 by Thomas M. Schultz, Investment Consultant. 3200 Niagara Falls Blvd. North Tonawanda, NY  14120  (716) 693-6302 thomas.schultz@lpl.com
      Speaker Topics

  • Opportunities and realities of retirement
  • income planning 
  • Constructing a retirement income portfolio
  • Retirement income planning forum
              advisors including accountants,
              estate and elder law attorneys, insurance and
              mutual fund industries representatives. (On request)
Retirement is an individual thing for sure, but you don't have to start gathering the information you need one on one however.  I understand that it is sometimes easier to start in a group setting, that's why I'm available to discuss Retirement Income Planning to your group.  It could be a PTA, lodge, community or civic group.  It could be a chamber of commerce or the local tip club.  It doesn't matter.

The presentations can vary in length to meet your speaker needs, and of course, there is no charge.  My Retirement Income Focus presentations are completely free! I've listed some popular topics but can address your specific needs as  well. Fill out the form on this page. Hit submit.  And, I'll get back to you as soon as possible. 
Form Object
The presentations can vary in length to meet your speaker needs, and of course, there is no charge.  My Retirement Income Focus presentations are completely free! I've listed some popular topics but can address your specific needs as  well. Fill out the form on this page. Hit submit.  And, I'll get back to you as soon as possible. 
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