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What previous attendees have said...
"There was a lot of very good information given with examples for how you can save money with some planning. I recommend this to anyone approaching retirement and later." - Debbie
"Very informative, learned a lot . Very well presented" - Glenn
"Excellent webinar that provided an overview of all the issues surrounding retirement. Informative, on point, relevant and interesting. Provided real life examples. Highly recommend." - Vicki
"This was a very pleasant, informative and easy to digest webinar. I've learned a lot about Retirement Investing and will recommend anyone to attend if you get the chance." - Landy
Great webinar on retirement. Marcus did a great job breaking down complex ideas. Learned a lot and am looking forward in learning more at his office. I highly recommend you attend! - Pat
Marcus Warren, EA, MBA is a Registered Investment Advisor and a Tax Enrolled Agent. He is recognized as one of the top “Financial Educators” in the industry.
He is known among his colleagues, students, and clients as a seasoned and knowledgeable financial professional who focuses on the areas of retirement planning, investment management, tax planning, and income planning. Marcus is passionate about his student’s financial education and has a talent to explain financial concepts in an easy to understand manner.
Marcus has published 2 books, The Retirement Playbook and The Tax Playbook, available on Amazon. He hosts a weekly radio show on Sunday mornings and the Tax Playbook podcast. Both are available on Apple Podcasts, Spotify, and Google Podcasts. Marcus regularly appears in the media, including weekly segments on WHAS's Great Day Live! and Wave 3 Listens Live! News Broadcast.