Retire With Confidence

Free 60 Minute Webinar with David Quan

Upcoming Webinar Dates:

Retirement Income.

Stability. Legacy.

WHAT YOU'LL LEARN

In this free 60 minute webinar, David will go over:

  • TAX-FREE RETIREMENT

    - Eliminate future tax rate uncertainty on distributions.

    - Protect Social Security benefits from provisional tax triggers. Strategic

    - Roth Conversions & LIRP (Life Insurance Retirement Plan) structures

  • PRINCIPAL PROTECTION PROGRAMS

    - 0% Floor: When the market drops, your account value stays locked.

    - Guaranteed Lifetime Income Riders for contractually backed paychecks.

    - Annual reset mechanism locks in gains permanently

  • LEGACY & LONG-TERM CARE SOLUTIONS -

    - Asset-based long-term care that returns money if unused.

    - Avoid probate and minimize estate administration fees.

    - Seamless generation-skipping wealth transfer planning.

WHAT YOU'LL LEARN

  • TAX-FREE RETIREMENT

    - Eliminate future tax rate uncertainty on distributions.

    - Protect Social Security benefits from provisional tax triggers. Strategic

    - Roth Conversions & LIRP (Life Insurance Retirement Plan) structures

  • PRINCIPAL PROTECTION PROGRAMS

    - 0% Floor: When the market drops, your account value stays locked.

    - Guaranteed Lifetime Income Riders for contractually backed paychecks.

    - Annual reset mechanism locks in gains permanently

  • LEGACY & LONG-TERM CARE SOLUTIONS -

    - Asset-based long-term care that returns money if unused.

    - Avoid probate and minimize estate administration fees.

    - Seamless generation-skipping wealth transfer planning.

WHAT YOU'LL LEARN

In this free 60 minute webinar, David will go over:

  • TAX-FREE RETIREMENT

    - Eliminate future tax rate uncertainty on distributions.

    - Protect Social Security benefits from provisional tax triggers. Strategic

    - Roth Conversions & LIRP (Life Insurance Retirement Plan) structures

  • PRINCIPAL PROTECTION PROGRAMS

    - 0% Floor: When the market drops, your account value stays locked.

    - Guaranteed Lifetime Income Riders for contractually backed paychecks.

    - Annual reset mechanism locks in gains permanently

  • LEGACY & LONG-TERM CARE SOLUTIONS -

    - Asset-based long-term care that returns money if unused.

    - Avoid probate and minimize estate administration fees.

    - Seamless generation-skipping wealth transfer planning.

Business has always been a part of David’s life. Growing up, he played a big role in growing the family business. In 2006, while at university, he started in the insurance industry serving seniors and beneficiaries in the Medicare sector.

In 2009, he graduated university with a double major in Finance and Economics. That year, in the midst of a global recession, David along with his wife, Jenni, ventured into agency development to pursue their dreams of business ownership with their own financial practice. Throughout the years, their organization has helped thousands of families get proper financial planning in place.

In 2022, David founded River Wealth Financial and is a Chairman and partner with Paraclete Wealth Partners. David’s new found mission and drive is to provide the most innovative, strategically sound, and industry leading financial tools available to serve the future generations. The industry is evolving every year and at a rapid pace. David believes that more than ever, people need a financial team that can keep up with the pace of evolution.

David Quan

About David

Business has always been a part of David’s life. Growing up, he played a big role in growing the family business. In 2006, while at university, he started in the insurance industry serving seniors and beneficiaries in the Medicare sector.

In 2009, he graduated university with a double major in Finance and Economics. That year, in the midst of a global recession, David along with his wife, Jenni, ventured into agency development to pursue their dreams of business ownership with their own financial practice. Throughout the years, their organization has helped thousands of families get proper financial planning in place.

In 2022, David founded River Wealth Financial and is a Chairman and partner with Paraclete Wealth Partners. David’s new found mission and drive is to provide the most innovative, strategically sound, and industry leading financial tools available to serve the future generations. The industry is evolving every year and at a rapid pace. David believes that more than ever, people need a financial team that can keep up with the pace of evolution.

Register Now!

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