Intelligent Retirement Planning and Investing Strategies for Women and Couples Age 50+

2158 State Route 29
P.O.Box 182
Greenwich, NY 12834

5403 Zajac Ave
The Villages, FL 32163

Local 518-855-4065 | Toll-Free 1-833-777-BILL (2455)

Get in touch.

We’re happy to speak one on one with absolutely no obligation. Call Bill directly at 1-833-777-BILL (2455).

Media and Press Inquiries

With over 5000 hours of on-air experience, Bill is the consummate broadcast professional both behind the mic and in front of the camera.

If you are interested in booking Bill for an on-air segment or as a contributor to a publication, please call him directly at 1-833-777-BILL (2455).

Live Events

Bill’s presentations and events are carefully researched, meticulously crafted and completely customized to each group’s particular requirements. If you are a Meeting Planner or Program Coordinator interested in booking Bill for an upcoming event, please call him directly at 1-833-777-BILL (2455)

Event services include:

  • Keynotes

    To provide high impact presentations at one-shot events, Bill structures every keynote as a minimum half-day commitment. This allows him the freedom to be available before and after his keynote. He does not practice “speak and run”.
  • Conferences

    Conferences allow for additional, more personalized content and Q&As following a keynote address.
  • In-House Seminars and Training

    Held over the course of one or more days, in-house training sessions are designed specifically for your organization or association.
  • Webinars (Virtual Training)

    Virtual training options are just as customized as in-house sessions, but they are available any time and come with significant cost savings.
  • Corporate Retreats

    By interacting one-on-one with your senior leadership team in a casual, relaxed environment, Bill can provide strategic planning, innovative breakthroughs, and professional mentoring.


Free Retirement Readiness Kit

Complete the fields below and your free Retirement Readiness Kit will be on its way to you within one business day.

Retirement Readiness Kit

The 10 Biggest Retirement Mistakes People Make and How to Avoid Them

Simply input your email address and the file will download directly to your computer. Check your Downloads folder or the bottom of your browser window to view.

The 10 Biggest Retirement Mistakes People Make and How to Avoid Them

5403 Zajac Ave, The Villages, FL 32163