SUAA Webinar on 9/3 with Author and Financial Planner, Gregory Pettys

Join us on September 3rd at 10am central for a webinar with author and financial planner Gregory Pettys. Mr. Pettys' presentation on financial planning for traditional and blended families will run for about 45 minutes, followed by 45 minutes for Q and A.

Mr. Pettys' Biography:

Greg Pettys is a Vice President with BOS Wealth and Planning and has over 36 years of experience in the financial services industry. As a Certified Financial Planner, he has worked with thousands of successful business owners, high net worth individuals, banks and their legal and tax planning teams to implement business transition strategies, complex wealth transfer and estate planning techniques, executive benefits, charitable trusts, premium financed life insurance and bank owned life insurance. He attended Georgetown College and has the professional designations of Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).

Greg has co-authored a published book with Ron Deal and Attorney David Edwards on financial planning, “The Smart Stepfamily Guide to Financial Planning” He is frequently called upon to speak at training and educational seminars for clients and financial advisors.

Through BOS Wealth and Planning's collaborative planning approach, along with your legal and tax advisors, Greg can help you to pursue both personal financial goals and to expand the capabilities of your business. Greg resides in Springfield, Illinois, with Johnita, his wife of over 30 years, and is the proud father of six children and a grandson. He also is an ordained minister with a focus on helping those less fortunate from local prison work to mission trips into India.

Mr. Pettys wants to tailor his conversation toward what our SUAA audience wants to know about financial planning for families. Please send any questions you have for Mr. Pettys to Thomas@SUAA.org .

Mr. Pettys also wants our SUAA audience to know that by attending, interested SUAA members would be entitled to a no-cost, initial one-hour of financial planning consultation in the days following the webinar.

You can register for the Webinar by CLICKING HERE.

You can find Mr. Pettys' book, The Smart Stepfamily Guide to Financial Planning: Money Management Before and After You Blend a Family, by clicking the image below.

https://www.amazon.com/Smart-Stepfamily-Guide-Financial-Planning/dp/0764233351

We hope to see you in the webinar at 10 am central on September 3rd!