Lunch & Learn: Financial Planning Series – Welcome to the City of Fort Worth – City of Fort Worth
What do I need to know about Required Minimum Distributions?
Learn about all of the new laws passed concerning Required Minimum Distribution from IRA’s and other retirement accounts. We will discuss the current rules and how they apply and some strategies that can help manage RMDs.
About the presenter
After working decades in the insurance and financial services industry, Wes Shannon left insurance to do full-time financial planning and investment advising. He is the founder of SJK Financial Planning (SJK are the initials of Wes’ children).
Wes has a Bachelor of Business Administration in Financial Planning from the University of North Texas. Wes is a Certified Financial Planning Professional™. He is an active member of the National Association of Personal Financial Advisers (NAPFA), XY Planning Network (XYPN) and a member DFW chapter of the Financial Planning Association (FPA).
He enjoys the outdoors, participating in backpacking, hunting, fishing, canoeing and camping. He likes to cook, garden and read. He has a passion for old movies and is a Turner Classic Movie fan. Wes says, “I love good story telling, that’s what I look for in old movies.” Expect Wes to listen to your story and dreams and then work in a sincere manner to help you reach those dreams.
