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Bill Schretter , CLU®, ChFC®, CFP®, ATA®, CFCS®, AEP®, LSSBB®, CFC®, EA®

Experienced financial advisor, compliance manager, and income tax preparer

Mr. Schretter is an experienced financial advisor, compliance manager, and income tax preparer. In his 25-year career, he has helped many clients with both their estate planning and their estate settlement process. He is the Founder of The Legacy Message TM, where people record messages of love, appreciation, and advice to leave behind for future generations. Mr. Schretter really enjoys helping people to achieve their life and legacy goals. You can see a more detailed curriculum vitae on his website, www.BillSchretter.com.

Past Webinars with Bill Schretter