Aging Well Series – Housing Options for an Aging Population

Aging Well Series – Housing Options for an Aging Population

Welcome to RTD Financial’s Aging Well Webinar Series. The third installment in our series features Metta Johnson of Metta Johnson and Associates, presenting “Housing Options for an Aging Population”. Overview Dynamics of aging Housing options Range of costs What to expect with each housing option Housing Options for an Aging Population Continuing Care Retirement Community […]

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Aging Well Series – Housing Options for an Aging Population
Aging Well Series – Early Planning and Preparation

Aging Well Series – Early Planning and Preparation

Welcome to RTD Financial’s Aging Well Webinar Series. The second installment in our series features Nancy Carman of Fendrick & Morgan, presenting “Aging Well – Early Planning and Preparation”.

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Aging Well Series – Early Planning and Preparation

Jeff Metz, MT, CFP® Completed a Class on Public Charities: Law and Compliance

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Jeff Metz, MT, CFP® Completed a Class on Public Charities: Law and Compliance

Introducing Nicole Offerman, AIF®

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Introducing Nicole Offerman, AIF®
China and the US, Who Needs Who More?

China and the US, Who Needs Who More?

We hear a lot about China in the news. Some of it favorable and some of it not so good. Steel imports were the most recent topic, but the trade deficit, theft of technology, cost of doing business in China, currency manipulation, and the ownership of our government bonds continues to come up in the […]

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China and the US, Who Needs Who More?
Aging Well Series – Medicare

Aging Well Series – Medicare

Welcome to RTD Financial’s Aging Well Webinar Series. The first installment in our series features Tracy Russo of HTA Financial, presenting “Medicare – Everything You Need to Know, But Didn’t Think to Ask”. Tracy discusses the following: Important Timeframes How and when to apply for Medicare, or change carriers Open Enrollment, Guaranteed Issue Periods, and […]

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Aging Well Series – Medicare

Rachel Moran Featured in 10 Young Advisors to Watch

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Rachel Moran Featured in 10 Young Advisors to Watch
CFP®, AIF®, CPC, etc.– What and Why?

CFP®, AIF®, CPC, etc.– What and Why?

Team RTD dedicates significant time and resources to achieve and maintain over 40 collective designations. In fact, “Competence and Continuing Education” is an essential component of our Core Values. Why does this matter to RTD? Because we care. We care about the professional growth and development of our people. We care about creating a competitively healthy environment […]

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CFP®, AIF®, CPC, etc.– What and Why?

Rachel F. Moran, CFP® Becomes an RTD Shareholder

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Rachel F. Moran, CFP® Becomes an RTD Shareholder

Announcing RTD’s Aging Well Series

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Announcing RTD’s Aging Well Series