Keith McBride has been an integral part of IFC since 2009. In 2011, Keith relocated to Los Angeles to break new ground for the company. Since then, he has become a Senior Advisor and Trainer, and an FFI-certified Family Office Advisor working with the premier next-generation multi-family office, Living Well Family Office.
With a heart for non-profit and a deep understanding of retirement vehicles, Keith was invited to present at this year’s AWFS Convention in Las Vegas.
Keith accepted with honor and on Friday, July 24th, traveled to Las Vegas to present on “Planning for Retirement Success.”
From the AWFS Conference brochure;
“What are the keys to a secure, healthy retirement plan? Financial Advisor Keith McBride of boutique wealth management firm, Integrity Financial, presents an in-depth talk on the steps to building a successful tax strategy, business plan and personal pension plan that can boost your retirement. In this session you will learn how to turn your small business into a lasting asset for you and your family as Keith compares and contrasts the available types of long-term planning ad savings tools, and aides you in discovering which best fit your business. From income planning to asset management, tax strategies and risk management, Keith will teach you to navigate the rapids that are the challenges small business owners face when planning for retirement.”
During the 1.5 hour session Keith presented in front of business owners from around the country.
“Everyone has their craft,” Keith said, “I am truly impressed by the talent and mastery the AWFS members have in their art. It was an honor to offer my knowledge and experience in business planning and retirement strategy to such a great audience.”
The Association of Woodworking and Furnishings Suppliers is a 501(c)3 non-profit organization. They are true supporters of small business in America.
For more on the AWFS visit: