Register for Our Upcoming Webinar:
A Fulfilling Retirement Takes More Than Money—It Takes a Plan for Life After Work
📆Date: Thursday, July 24th
⏰Time: 4 PM EST/ 1 PM PST
Retirement isn’t just a financial milestone—it’s a new phase of life. Join us for a SAM webinar led by Senior Wealth Manager Ryan Walker, CFP®, CEPA, as we explore what it takes to build a meaningful, well-funded, and fulfilling retirement. Whether you’re a few years out or already in retirement, this session is designed to help you think differently and plan intentionally. We'll cover:
✔ Assessing Your Financial Readiness – Understand how to evaluate your financial readiness, translate your assets into sustainable income, and plan for longevity with confidence.
✔ Designing Your Ideal Retirement Week – Learn how to bring purpose and balance to your daily life in retirement by identifying the right mix of structure, freedom, relationships, and meaning.
✔ Shifting Your Retirement Mindset – Explore the lifestyle, emotional, and relational changes that come with retirement—and how to navigate the transition with clarity and intention.
Ryan Walker, CFP®, CEPA
Senior Wealth Manager
Ryan Walker began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner at Prosperity Wealth Planning. Ryan also spent approximately eight years with Fisher Investments, where he supported clients in achieving their financial and retirement goals.
Ryan holds a bachelor’s degree in Operations Management with a concentration in Finance from Bridgewater State University in Massachusetts. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013. He resides in Southwest Washington state with his daughter and partner. In his free time, Ryan enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.
Watch Previous Webinars:
Timing your Social Security Benefits: What Smart Retirees Do Differently
Join Senior Wealth Manager Kimberley Threadgill, CFP®, CDFA®, as she breaks down what retirees need to know about Social Security timing strategies, potential tax impacts, and how to align your benefits with your broader retirement plan.
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From Business Success to Family Security: Insurance Planning with Purpose
Join Ryan Walker of SAM and Will Dudley of Crescent Wealth as they share strategies to reduce taxes, protect your business, optimize retirement, and use insurance to strengthen your financial plan.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262