How I can help you
WORK EXPERIENCE
Jack founded Best Times Financial Planning in 1982. His professional designations included Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter. He is a long-time member of the Penfield Rotary Club. Jack is a Past Director of Rotary International. Now retired from his professions as an educator and a financial planning entrepreneur, Jack continues to help others transition into the second half of life and make a difference in the people and causes that are important to them.
INDUSTRY KNOWLEDGE
- Leadership
- Insurance and securities licenses
- Succession planning
- Transition planning
- Non-profit, fund development
- Estate Planning
- Marketing Strategies
- Radio-TV production, on-air experience
INTERPERSONAL SKILLS
- Team building
- Leadership development
- Community relations
- Motivational speaker
- Workshop facilitator
- Facilitative training
- Legacy planning
- Retiring with significance
IDEAL CLIENT:
- Within 5 years of pre- or post-retirement
- Concerned about lifetime changes after retirement
- Wants a second opinion about financial, retirement, legacy plans
- Anxious about transition process from profession into retirement
- Wants to monetize the full value of his profession, business into retirement
- Wonders what to expect in the second half of life
Areas of Expertise
- Business Strategy & Planning
- Non-Profit
- Sales, Marketing & Public Relations
Industry Experience
- Banking, Financial Services and Insurance
- Educational Services
- Marketing, Advertising and Creative Services
- Consulting, Research and Business Services
- Nonprofit, Public and Professional Organizations
Education
Jack earned a Doctorate in Educational Administration from the State University of New York at Buffalo in 1973.
