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William L. Tatro, IV

WILLIAM L. TATRO, IV AUTHOR of The Survival Guide for the Downsized is a graduate of Alfred University with a degree in Economics. Bill spent five years in the classroom where he taught mathematics. His love of teaching carried over into a new profession called Finance. He yielded to the call of Wall Street where his grandfather had been a stock broker for 57 years. Completing a highly successful career at Prudential Bache, now called Prudential Financial, this Senior Vice President and Chairman Counselor, the highest group at Prudential Securities, left in 1991 to form the estate planning firm of Eagle Steward Ltd. in Rochester, New York.

The One Hour Survival Guide for the Downsized: What you need to know when your let go

Topics & Presentations
  • Downsizing

  • Estate Planning (Probate, Estate Taxes, Nursing Home)

  • Financial Planning

  • Retirement Planning

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