Retirement can be a complex and diverse subject; from tax planning to legal matters, there are numerous things to think about as you plan for your golden years. You may have questions such as: Am I ready for retirement? Can I afford retirement?
Our Retirement Roundtable Q&A may be able to answer those questions. If you have particular questions you need answered, come prepared or submit them beforehand at email@example.com. Our panel of experts will be on hand to answer any questions you have about the retirement process.
Our Panel of Experts include...
David Wattenbarger is President of DRW Financial, a financial planning and investment management company. He started his financial career in 2000, learning about the business from the inside out. Prior to starting his investment advisory firm in Chattanooga, David's last corporate job was as the senior fixed income trader for a national independent broker/dealer. In his spare time, David enjoys being out and about in Chattanooga, and when at home enjoys introducing his toddler to the joys of classic rock.
Martin L. Pierce has been practicing law for 33 years and currently runs his own law firm, Pierce Law Firm, PLLC. He is a Certified Estate Planning Specialist through the ABA-accredited National Association of Estate Planners & Councils and the Tennessee Commission on Specialization (TNSpecialists). He is also a member of the National Academy of Elder Law Attorneys, and he is an Accredited Attorney with the Department of Veterans Affairs. Martin is a native of Memphis, Tennessee, and received his undergraduatedegree, summa cum laude, from Tennessee Technological University in 1978. He has extensive experience in establishing, counseling, operating, representing, teaching about,and speaking about nonprofits and tax-exempt, 501(c)(3) charities as well as various legal, business and tax aspects concerning them.
Gary Hathaway is a financial services professional at New York Life Insurance Company here in Chattanooga. Originally from North Carolina, Gary has been at New York Life since 1987. He received a Life Underwriter Training Council Fellow in 1984 and received Chartered Life Underwriter Designation (CLU) in 1992.