(800) 689-4851
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Gerald Wiebers
14747 N Northsight Blvd, 111-401
Scottsdale, AZ 85260
Other States Served: IA, IA
Profession:
Estate Planning, Financial, Insurance, Other
Workshops Offered:
Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
Gerry A.Wiebers, FIC is a Multi Generational Advisor with 28 years of experience. Specialties include estate tax reduction, financial education, insurance and income planning. Retirement planning education lectures are taught by Mr. Wiebers for various companies, schools, county and personal groups. He has provided education events for various Multi Generational study groups and associations in Arizona.

Gerry is a 18 Year Life Member of the MDRT (Million Dollar Round Table) which is the top 5 % of professionals in the Financial Services Industry. Gerry also has served as President of Scottsdale NAIFA (National Association of Insurance and Financial Advisors). Gerry also holds a LACP certification from NAIFA as well. He holds membership in several professional industry organizations such as NAFA,SOFA and AAP.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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