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With more than twenty years of financial sector experience, Jim Moore is a partner-advisor in Allworth’s Lawrence, Kansas office. In addition to having earned numerous industry certifications, including a Certified Financial Planner™️ designation, Jim serves on the board of the National Association of Insurance and Financial Advisors, the State Board of Directors for NAIFA, and is a member of the Lawrence Association of Insurance and Financial Advisors. Jim is a graduate of the University of Kansas, where he earned a Bachelor of Science degree in Finance. When not meeting with clients, Jim and his wife Allison enjoy taking their three boys to KU sporting events, Kansas City Royals games, and traveling.
Kelly Richards is a partner advisor in Allworth's Phoenix, Arizona office. Kelly studied Business Management at Snow College in Utah before embarking on a career in the financial sector in 2005. A cancer survivor and active volunteer in his community, Kelly Richards lives in Phoenix, Arizona with his wife Miranda and their three children, Jackson, Grace, and Hudson.
Join Kelly Richards and James Moore from Allworth Financial for an exclusive webinar tailored to dental professionals who own or co-own their practice. The discussion will focus on how implementing a 401(k) Profit Sharing Plan together with a Cash Balance Plan (also known as a combo plan strategy) can maximize your tax savings, enhance employee satisfaction, and bolster your retirement savings. By leveraging their more than 40 years of combined expertise, Richards and Moore will provide insights to help dental professionals navigate if this strategy may benefit you and your practice, fostering a financially secure and prosperous future.
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