Bill Stadler Cfp®, Rlp®, Ea Email & Phone Number

Woodbridge, Ct

You can be so busy building wealth, chances are you rarely stop to ask yourself “what’s it all for?” That’s where we come in. Because to us, wealth management is much more than managing your portfolio.Instead, it’s about connecting all aspects of your financial life to help guide you to your ultimate destination. One where you can work hard by choice, not by necessity. And where you have the freedom to do what you want, when you want.

Trumbull, Ct

www.nextactfp.com We have a crisis in our society that we will all need to confront eventually, either directly or indirectly. Our patchwork healthcare system doesn’t know how to provide for the needs of our aging population. My wife and I have lived through this “confrontation” four times now, as we’ve dealt with the care needs brought on by the deteriorating health of an aunt, an uncle, and two parents under very different circumstances. When first faced with health needs beyond what we or other family members could provide, we did what seems to come naturally for most of us. We sought to meet the immediate needs, with no real plan or understanding of what was coming next. “What’s the next stage we have to be prepared for?” To be fair, we asked the question, but we didn’t know where to begin to find the answer. Elder law attorneys, social workers, the VNA, home care providers, assisted living facilities, nursing homes, continuing care retirement communities - all gave us partial answers with many confusing details.Our mission is to provide education, financial planning, and ongoing support to families & individuals confronting the aging process, while trying to understand the confusing mix of supports available to them. * Let’s understand the continuum of services available as we, and those around us, age.* What are the “ins & outs” of Medicare vs Medicaid and their realistic impact on Long Term Care?* Which funding strategies are best for your specific situation, goals, and personal preferences?* When should you involve an Elder Law Attorney, Social Worker, Psychologist, or a Geriatric Care Manager?Jumping in to “fill the gap” of care in our medical system for the people you care about is not the “final answer”, and many times isn’t healthy for you or them. Let’s make a better plan for you, and let’s make a better plan for the one you care about.

800 Country Club Rd, Waterbury, Ct

Teaching Personal Financial Planning, as well as leading the efforts in recruitment and retention of International Students from around the globe for a University which began as Business School 125 years ago. Post University currently serves 10,000+ students online and on a classic New England campus in Waterbury, Connecticut. Feel free to contact me with suggestions, questions, and mutual connections to serve the development of a more diversified educational experience on our campuses.

Bridgeport, Ct

Recruitment of students from the Middle East & Northern Africa Development of recruitment strategies using organized international tours, individual meetings with applicants in their home countries, “armchair recruitment”, as well as travel to meet with centers of influence Establishment of a positive working relationship with foreign government scholarship programs Supervision and training of student workers All within the framework of superior customer service on a daily basis to applicants, family members, students and their sponsors, creating a welcoming and professional environment

Trumbull, Ct

Registered Investment Advisor - CTEveryone has a vision of the life they want to lead. Some people have a plan of how they’re going to live that life. NextStep Financial Planning, LLC is an independent, fee-only, financial life planning and investment advisory firm, focused on applying the values of your life to the way you manage your money. The practice is built around the discipline of Life Planning, designed by George Kinder of the Kinder Institute. http://www.kinderinstitute.com Some say it is simply "financial planning done right". It is planning that focuses on the person who has assets, rather than than just the assets themselves.

Greenwich, Ct

Financial Planning, investment guidance and education to clientele in Portland, ME, and Greenwich, CT offices.Completed over 600 guidance & financial planning appointments through the turmoil of 2008Sales success in Mutual Funds, Managed Money solutions, Insurance & Bonds

Lawrence, Ma

Developed and promoted highly individualized program models of residential support for people with cognitive and physical challenges Developed program policies and protocols Hired & trained support staff to encourage more independence and self-actualization Collaborated with leaders from other private agencies across the state to develop similar programs Presented the program for state contracts Recruited families RESPECT Award - Leadership in program development fulfilling the mission of the agency

Portsmouth, Nh

Development and promotion of a Theatre in Education company focusing on multiple social challenges in students lives Issues addressed included: Living with a Learning Disability, Child Abuse, The Importance of Family, Teen Suicide, Peer Pressure, Substance Abuse Collaboration with multiple community advocacy agencies to promote, train staff, and grow the effectiveness of each program Tours to schools and public settings in Maine, New Hampshire and Massachusetts

Cfp, Personal Financial Planning

Ba, Mass Communication/Media Studies