I would like to introduce you to Andy Barkate if you have not already met him. Andy Barkate is a financial executive who has many years of experience in the financial services industry.
Mr. Barkate is the owner and president of California Retirement Plans LLC and holds the professional designations of “Chartered Retirement Plan Specialist” and “Certified College Planning Specialist.” He is a well-known financial author and speaker, as well as a talented teacher on the subject of retirement and personal finance.
Attending one of the financial and retirement planning workshops that he frequently conducts would be a very enlightening experience that I would enjoy.