WALKER CAPITAL TEAM
THE RIGHT TEAM WITH THE RIGHT TOOLS
TOM WALKER
WCPG FOUNDER
Tom Walker is a nationally recognized retirement author & speaker with over 8 years experience working closely with federal employees & their families to design their ideal retirement. Tom has a passion for empowering federal employees to achieve their financial independence by successfully coordinating their government benefits with successful retirement strategies. As an avid reader and frequent keynote speaker, it was a natural progression for Tom to begin writing in 2016 when he recognized the need to leverage his knowledge in a way that enabled him to reach more of those trying to make informed retirement decisions. Since then, Tom has been a Featured Author on many of the largest Federal Employee News Syndicates in the country & has had the opportunity to enlighten and educate more than 250,000 readers (and counting!) in that short time. Tom is incredibly excited to be compiling & organizing the concepts first articulated in his articles into a full length Federal Retirement Planning book coming later this year!
A serial entrepreneur, Tom has coupled his hands-on experience starting & growing numerous businesses with his studies of successful retirement planning strategies to help business owners achieve their retirement goals. With the incorporation of strategic planning partnerships, WalkerCPG is uniquely positioned to share the knowledge necessary to help those entrepreneurs who pour everything into building their business & contributing to the American Dream.
Tom is also a proud Big Brother with the Big Brother Big Sisters program & the founder of ‘Guitar Charaoke’, a non-profit that allows Tom to raise money for local causes while sharing his love of music & karaoke style guitar.
WALKER CAPITAL IS PROUDLY RECOGNIZED AS ONE OF
ED SLOTT’S ELITE IRA ADVISORS
Why Ed Slott’s Elite IRA Advisor Group?
Ed Slott and Company is the nation’s leading source of accurate, timely IRA expertise and analysis.
Members of Ed Slott’s Elite IRA Advisor Group train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.
Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in their education to eliminate risk and keep more of your retirement dollars for you and your family.
AS SEEN ON:
AS SEEN ON:
meet the guides for your RETIREMENT journey
THE WALKER CAPITAL TEAM
Alyssa Clausen, Executive Asst.
Alyssa has over 10 years of experience working within different areas of the financial and retirement planning industry. She is passionate about working closely with clients and making their experience with Walker Capital an exceptional one. When Alyssa isn’t working, she likes to be doing anything outside with her daughter. They love to travel, camp, play games, enjoy time with family/friends, and she excels at keeping WCPG organized!
David Baldwin, CPA
David P. Baldwin, CPA, is a licensed CPA in North Carolina and South Carolina. He is a member of the American Institute of CPAs (AICPA). David is a Certified Internal Auditor and a Chartered Global Management Accountant. He earned his BS in Financial Management as well as a Master of Professional Accountancy (MPAcc) from Clemson University. David has 25 years of experience in accounting, auditing and small business finance.
Abigail Duenas, Retirement Counselor
Over the last 10 years Abigail has helped thousands of federal employees realize their financial goals while training many other financial experts on smarter and safer investment strategies. Prior to becoming a retirement counselor, Abby was the CEO of a commercial & residential mortgage company. She has 2 young children, Aj 3 years old & Sophia 9 months old.
READY TO SCHEDULE WITH THE WALKER TEAM?
BELOW ARE A LIST OF WALKER'S UPCOMING WEBCASTS
WALKER CAPITAL UPCOMING EVENTS
THRIFT SPENDING PLAN
Designing Your Retirement Income
In the exciting 4th installment of the WCPG 2022 Webcast Series we are circling back to the TSP but focusing on successful strategies for the Distribution Stage of planning. This includes discussions & additional resources covering; the Outdated 4% Rule, Systematic Withdrawals vs Bucket System, the Antiquated TSP Annuity, More Flexible Alternatives & more!
Attendees will also get exclusive access to a preview of Tom’s new book – FREE! Seats are limited & this is our most popular event so don’t miss it!
OPTIMIZING INSURANCE PROTECTION FOR FEDS
In the 5th installment of the WCPG 2022 Webcast Series we are going to discuss your options for addressing LTC concerns as we age and how to coordinate your benefits with your personal coverage to achieve your Income Replacement & Legacy goals. This includes discussions & additional resources covering; the Federal LTC Insurance Program, the FEGLI, Surviving Spouse Benefit (& its impact on the FEHB), Taxation of Benefits & more!
Attendees will also get exclusive access to a personalized Retirement Benefits Forecast WITH a breakdown of FLTC Pricing Options & Alternatives – FREE! You won’t want to miss out!
UNDERSTANDING YOUR TSP
In this 6th installment of the WCPG 2022 Webcast Series we are going to take a deeper dive into the TSP & the strengths/weaknesses of the underlying funds. This includes discussions & additional resources covering; the TSP Modernization Act, the Relationship Between Risk Tolerance & Investment Timeline, Types of Risk Retirement Portfolios Face, & more!
Attendees will also get exclusive access to a personalized Retirement Benefits Forecast WITH a TSP Accumulation Report – FREE! You won’t want to miss out!
CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?
CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS
WALKER'S 2020 EVENTS
CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL
WEBCAST RECORDINGS
CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS
CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?
CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS
WALKER'S 2020 EVENTS
CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL
WEBCAST RECORDINGS
CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS