Prudent Financial Planning for Retirement and Beyond

Tuesdays, June 4, 11, 18 and 25
10:30 a.m. to noon
$48/$60

Course Description: Enjoy four single session seminars as follows: “Money, Markets and Mashugana: Why money makes us crazy and what to do about it;” “Tips, Tricks and Strategies to Reach Financial Independence Faster Than You Imagined Possible!” “Bubbie & Zayde’s Guide to Retirement: Thriving Financially After You Retire;” “Manias, Panics, Crashes & Black Swans: A Brief History of Financial Crises & What To Do About Them.”

Facilitator
Jon Parks is a Financial Planner at Academy Financial Inc, a financial services firm in Lutherville, Maryland, serving with Lincoln Financial Advisors as Broker-Dealer. Jon has a BA from Franklin & Marshall College and a master’s degree from Rutgers University. He is Series 7, Series 66, and a registered life and health insurance agent. Jon is an Accredited Investment Fiduciary AIF® and Chartered Retirement Plan Specialist CRPS® as designed by the College of Financial Planning. Married with three kids and a dog, Jon enjoys politics, hiking, and entrepreneurship. He is passionate about demystifying financial concepts, and helping families achieve their retirement goals.

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