Exclusive  Invitation

Financial Strategies for Retirement and Generational Legacy

Presented by Dr. Barbara Walker-Green, Financial Advisor

About the Webinar

Join Dr. Barbara Walker-Green for an exclusive financial webinar tailored specifically for you.

In an era where traditional pensions are fading and inflation is eroding savings, it’s crucial to take control of your own retirement plan. Our webinar will cover essential topics to ensure your financial security.

Increasing Lifetime Income Annuities

Increasing lifetime income annuities are a powerful tool for securing long-term financial stability in retirement. Unlike traditional annuities, these products are designed to provide payments that increase over time, helping to offset the effects of inflation.

Dividend-Paying Stocks

Dividend-paying stocks offer a unique opportunity to grow your wealth by providing regular payments in the form of dividends, which can be reinvested to purchase additional shares. Through dividend reinvestment, you leverage the power of compounding, where both the dividends and the increased number of shares generate future growth.

Max-Funded Life Insurance

Max-funded life insurance is a powerful financial tool that offers a range of benefits beyond traditional coverage. By strategically overfunding the policy, you can build cash value that grows tax-deferred, providing access to tax-free loans and withdrawals.

Legacy Building Strategies

Legacy building is the process of creating a financial foundation that not only supports your immediate needs but also provides for future generations. By strategically managing assets—such as life insurance, investments, and retirement savings—you can ensure long-term financial security for your family.

Barbara Walker Green | Sr. Managing Partner of Advanced Wealth Retirement Planning

Meet your Event Host

Dr. Barbara Walker-Green has been in the financial services industry for over 22 years. Throughout her career Barbara has provided valuable financial services to a combination of hundreds of families, companies, and individuals. Barbara is a Registered Investment Advisor and is insurance licensed. She earned a Bachelor of Arts degree in Finance and a master’s degree in business management and a Doctorate degree in business management. She is both knowledgeable and passionate about her work and is a well-suited planner for individuals and families in need of comprehensive financial planning, investment advisory services, and retirement planning services. As an investment advisor, Barbara specializes in wealth management, financial and retirement planning. Her combination of over two decades of experience, training and specialized education means Barbara can meet a client’s total financial planning needs. Barbara works with her clients to make sure that their needs, dreams, and goals are addressed with professionalism and compassion. Barbara has been interviewed and quoted by such media giants such as Forbes, Dow Jones, Fox News and RTTNews, has been on the cover of industry magazines, named a 5-star wealth advisor in the state of Texas, and has been seen on local news stations such as FOX, KHOU, and ABC as a local financial professional.

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Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by Advanced Wealth and Retirement Planning Concepts, LLC. TLG Advisors, Inc and Advanced Wealth and Retirement Planning Concepts, LLC are not affiliated companies.