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About
It's never been more challenging to prepare for Retirement.

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 an hour with us and learn how a holistic retirement plan can better prepare you for the retirement you deserve.
Price
Free
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
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.
Featured Presenters
  • 1586025855-973500a7544d21de

    Mike Wallace, CRPC

    Senior Vice President
    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...
    Full Profile Message Mike Wallace,
  • 1586025833-95c2d5fdcdefcbea

    Jacob Reeder

    Vice President
    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,...
    Full Profile Message Jacob
  • 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...
    Full Profile Message Bryan
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