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Retirement Q&A

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!

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Senior Vice President
John joined Financial Services of America (FSA) in 2004 after graduating from Butler University with a Bachelor of Arts degree in Science and Education. Over the course of his 16 years in the business, John has acquired a number of licenses, including his series 6, 7, 24, 63 and 65 -- the last license making him a Fiduciary meaning he as a legal obligation to provide what it is in the Best Interest for his clients.

Additionally, John is a Chartered Retirement Planning Counselor, CRPC®, a professional designation earned through the College for Financial Planning and he holds his Life, Health, Property and Casualty insurance licenses in the State of Michigan. He is a Registered Representative through Independence Capital Company and is an Investment Adviser Representative through FSA Advisors.

And the personal side, John is happily married to his best friend and is a proud father to three great kids. He enjoys boating, classic cars and following his kid’s musical and sports activities.
Webinar hosting presenter
Senior Vice President
Jeffery (Jeff) began his career at Financial Services of America (FSA) in 2002. In addition to Life and Property and Casualty Insurance licenses, Jeff holds Series 6, 63 and 65 securities licenses through Independence Capital Company (ICC), making him an Investment Adviser Representative through ICC and FSA Advisors. Jeff’s mission is to put his clients in the best investments possible with the least amount of risk and taxes.

Jeff is a devoted husband and father, happily married to his wife, Christina, and has one son, Alexander. When he is not at work, Jeff enjoys spending time with his family and coaching football and baseball for his son.
Webinar hosting presenter
Vice President
Adam joined Financial Services of America (FSA) in 2010 shortly after graduating from Oakland University with a Bachelor of Business Administration degree in Finance. Adam holds State of Michigan Life and Property and Casualty insurance licenses and Series 6, 63 and 65 securities licenses through Independence Capital Company (ICC). In addition, Adam is an Registered Representative through ICC and an Investment Adviser Representative through ICC and FSA Advisors. Adam has over 7 years of experience working and consulting with retirees as well as helping clients transition into retirement. Adam has been honored with agent of the month at FSA multiple times. His main passion is helping clients to identify and understand their needs and working with them to achieve their goals and aspirations for a fulfilling life.

Adam is happily married to his best friend. In his spare time he enjoys fitness, multiple sporting activities and helping his wife with her home renovation projects.
Hosted By
Retirement Academy 101 webinar platform hosts Retirement Q&A
Retirement Academy 101 is an educational resource for those at or near retirement.

The Academy was created as a way to provide clear, simple and straightforward information to the retirement community and is one of the premier Retirement Educational Resources in America.
Attended (5)
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