Webinar: A Retirement Conversation by Retirement Academy 101

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About This Webinar

It's never been more challenging to prepare for Retirement. We’re here to help you adapt to the new retirement environment by answering your questions and addressing your concerns.

We'll be opening up the Q&A and Chat rooms for you to directly correspond with us and get your questions answer in real time. We'll look forward to chatting with you soon!

Mark Kersten, CRPC

Senior Vice President, Financial Services of America

Mark joined the Financial Services of America family in 1993 after attending Michigan State University where he earned a Bachelor of Arts degree in Political Science. He is licensed in the State of Michigan as a life, annuity, health and property & casualty insurance agent. He has also completed the AHIP certification to assist his clients with their Medicare needs. Mark has earned the Chartered Retirement Planning Counselor designation
from the College for Financial Planning which incorporates pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

Throughout his career, Mark has believed that knowledge is a powerful tool that is necessary to offer the best service for his clients. Providing the best insurance, investment, estate and tax advice is only possible using a team approach in holistic planning.

When not assisting his clients, Mark enjoys spending time with his 2 college age children, Hunter and Cassidy. He is an avid reader and chess player. In addition, he maintains a healthy lifestyle that includes hiking, biking, time at the gym and anything else that keeps him active.

Jeff Medvedik

Senior Vice President, Financial Services of America

Jeff earned his Life insurance license in 1981 as one of the first agents to work at Financial Services of America (FSA). In 1999, Jeff has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning which allows him to review financial sales and tax and insurance planning strategies. He also holds Series 6, 63 and 65 securities licenses through Independence Capital Company (ICC) which allow him to participate in mutual fund sales. Jeff is a Registered Representative through ICC and is a Investment Adviser Representative through ICC and FSA Advisors.

Jeff has worked with thousands of clients over 35 years. He takes pride in developing individual strategies that accomplish each client’s specific goals while acknowledging their concerns in the process. Two of the most rewarding aspects for Jeff are teaching classes and mentoring the agency’s other representatives to develop their knowledge and skills for a long term career at Financial Services of America.

In his free time, Jeff enjoys spending time with his sons and attending their sports and school activities.

Sean Beckerman

Vice President, Financial Services of America

Sean was a mortgage banker prior to joining Financial Services of America (FSA) in 2009. He is currently holds Michigan Life, Health, and Property and Casualty insurance licenses. Sean holds Series 65 securities license making him an Investment Adviser Representative of FSA Advisors.

Sean has over 10 years of financial services experience in helping his clients plan for and maintain their retirement goals and objectives.

When Sean isn’t working, he likes to spend his free time with friends and family. He enjoys golfing, boating, and personal finance.

Jason Swinney

Chief Marketing Officer

Living in Metamora, MI with his beautiful wife and 2 kids, Jason brings over 20 years of marketing expertise to Retirment Academy 101 and the FSA Group. After attending Adrian College and working in the automotive industry at an Advertising Agency for 10 years, Jason started at Financial Services of America in 2010 and has since helped position FSA into one of the leading retirement planning firms in Michigan.