Learn how creating a holistic retirement plan that can help bring you peace of mind during your retirement.
WEBINAR ENDED
About This Webinar
We have spent the better part of 40 years developing, testing and perfecting retirement planning.

A lot has changed in the the world over the past few months. But taxes, income and expenses during retirement isn't one of them.

Now is the time to review your plan and make the necessary adjustments to maintain the lifestyle you want. Spend and hour with us and learn how a holistic retirement plan can better prepare you for the retirement you deserve.
Agenda
  • 1. What is Holistic Planning?
  • 2. How technology has changed the landscape of traditional investing.
  • 3. How Tax Planning can be the key to a great retirement.
  • 4. Why having an estate plan is one of the most important things you can have in a retirement plan.
Presenters
  • 1586025855-973500a7544d21de
    Mike Wallace, CRPC
    Senior Vice President, Financial Services of America
    Michael (Mike) joined Financial Services of America (FSA) in 1991 after graduating from Michigan State University with a Bachelor of Arts degree in Business.

    Mike is a Fiduciary and Investment Adviser Representative through Independence Capital Company (ICC) and FSA Advisors. He is also a Chartered Retirement Planning Counselor, CRPC® professional through the College for Financial Planning. Mike currently holds many securities licenses including Series 7, 63, 65 and 24 through ICC. He is a licensed life, health and property and casualty insurance agent for the State of Michigan.

    Mike has been nationally recognized by several companies for his work in the financial industry. He is involved with two national groups of top independent advisors who share
    ideas about how to best serve their clients. He has done numerous hours of training in tax management and works closely with estate and elder law attorneys.

    With nearly 30 years of experience, Mike has a wealth of financial knowledge. He is passionate about helping his clients accomplish their financial, insurance, estate and tax
    goals. It is important to Mike to create and implement a sound financial plan that is in the best interest for each individual client.

    In his free time, Mike will be found spending time with his wife and watching his children’s various sports, music and school activities. He is an avid sports fan and enjoys traveling and playing golf.
  • 1586025833-95c2d5fdcdefcbea
    Jacob Reeder
    Vice President, Financial Services of America
    Jacob graduated from Siena Heights University with a Bachelor of Arts degree in History and is a former professional baseball player for the Ashville Tourists, a Baltimore Orioles minor league team. Jacob began his career in sales and management, where he worked for over 12 years prior to joining Financial Services of America (FSA) in 2010. He is an accomplished speaker and sales trainer and holds his Life, Property and Casualty Insurance licenses. He also holds his Series 65 securities license and is an Investment Adviser Representative through FSA Advisors.

    Because of the experiences in his own family, Jacob is deeply passionate and committed to teaching everyday Americans how to properly protect their standard of living in their
    retirement years.

    When he is not at work, Jacob enjoys spending time with his family, traveling, teaching, golfing and fitness.
  • 1586025806-3baa8cfc53768f25
    Bryan McLaughlin
    Senior Account Executive
    Bryan works closely in the training process of new team members at FSA. He specializes in educating clients on the importance of designing and implementing insurance and estate planning strategies as a part of their long term retirement planning goals. Bryan currently holds his Life and Property and Casualty insurance licenses in the State of Michigan. He also holds his Series 65 securities license and is an Investment Adviser Representative through FSA Advisors.

    Bryan enjoys spending time with his wife, Beth and their 3 children. Coaching youth soccer, playing golf and spending time in northern Michigan are how Bryan spends his
    time away from working with his clients.
Powered by BigMarker