Welcome to Wealth Preservation in Retirement!
Join us for an informative online event where we will discuss strategies to help you preserve and grow your wealth during retirement. Our expert speakers will cover topics such as investment planning, tax optimization, and estate planning.
Date: Tue, May 14, 2024
Time: 1:00 PM EDT
Don't miss this opportunity to learn how to secure your financial future in retirement. Register now to reserve your spot!
About the Facilitator:
Bradley Wilson was raised in St. Louis, MO. He received a Bachelor’s Degree in Electrical Engineering from the University of MO – Rolla. He later received a Master’s in Business Administration, as well, with an emphasis in Finance Management. Bradley served in various engineering roles early in his career before transitioning into the Manufacturing Industry where he worked in Project Engineering, Project Management, Process Development, and Finance Management at Harley-Davidson Motor Company. Bradley planned, budgeted and managed millions of dollars in manufacturing projects for 20 years working in their new products department launching new vehicle models before retiring in 2017 to begin Phase 2 of his career as a Business Owner.
Today, Bradley is the President of BK Financial Solutions, LLC and his wife of 27 years, Karla, is the Vice President and General Counsel. As a husband and wife team, they love building relationships and helping business owners and families realize their financial goals and dreams.
In his spare time, he loves the beautiful atmosphere and lifestyle Lakewood Ranch, FL and Sarasota, FL, offers. He enjoys relaxing at the beach, sight-seeing and spending quality time with his family and good friends. He spends a lot of time encouraging and supporting his oldest son, Brandon, who is a thriving musician and music producer, as well as his youngest son, Kristopher, whose is a competitive gymnast.
Bradley is passionate about helping people minimize their financial risks so they can continuously maximize their wealth, all while putting them in a position to leave a Legacy of Wealth to their loved ones. His ultimate goal with clients is to provide them “Financial Peace of Mind”.
