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William Walsh, CLU, CFP, ChFC, AEP
William Walsh has worked in the financial services field since 1980, most of that time as a planner in private practice. For the last fifteen years he has focused on complex planning cases including using planned giving techniques. He is an avid runner and has three ultra-marathons to his credit. He lives in Dunedin, Florida.
William Walsh, CLU, CFP, ChFC, AEP Features
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posted on 27 Oct 2016 | Article | 2 commentsEzCharitable member, Bill Walsh, writes a compelling article about pairing a Roth IRA conversion with a new Pooled Income Fund.
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posted on 27 Oct 2016 | News storyPGDC is pleased to welcome William Walsh as a contributing author.