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BOB MOSES ChFC, CLU
Managing Principal, The Partners Group, has more than 30 years of financial industry experience. Recognition includes President of Texas Leaders Roundtable; President of American Society of Financial Professionals, Dallas; Life Member of Million Dollar Roundtable; and Chartered Financial Consultant (ChFC). Bob is a registered representative of NFP Securities, Inc. and a registered investment advisor representative.
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Making the Most of Your Retirement Savings
Bob demonstrates the amazing tax deferred growth potential of retirement accounts when they are carefully structured to span multiple lifetimes. He discusses ways to structure retirement savings plans to create a family financial legacy lasting for generations. 30-60 minutes.
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Defer Taxes on More of Your Current Income
Business owners, professionals, and executives often max out their contributions to qualified retirement benefit plans. Listen as Bob explains a way to shelter many additional dollars of excess cash without disturbing current plans. 30-45 minutes.
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Asset Protection & Wealth Preservation
Bob Moses highlights ten tips from his book, Asset Protection & Wealth Preservation, a guide to help you avoid common and costly financial mistakes. As a Chartered Financial Consultant, Bob's ideas will help you defeat the forces that may take your money. 30-45 minutes.
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