Webinar: Retirement - A Holistic Approach by Retirement Academy 101

Learn how creating a holistic retirement plan can better prepare you for retirement.

About this Webinar

Just because the world has shut down doesn't mean your retirement should too. We have spent the better part of 40 years developing, testing and perfecting retirement planning. Taxes, income and expenses all change during your retirement years. 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.

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.
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.
Bryan McLaughlin

Financial Adviser

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 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.