Asset Allocation & Modern Portfolio Theory, Estate Planning, Exploring Your Options for a Quality Retirement, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Taking Control of Your Cash - Eliminating Debt
Bringing 32 years of experience to the Chapter, Michael is a 1978 graduate of Sharon High School and earned a BA from the University of Massachusetts, Amherst, graduating with Cum Laude honors. He is an Investment Advisor Representative and Chartered Tax Advisor, and over the years has gained much experience working with various financial and insurance products, including Residential & Commercial Mortgages and Reverse Mortgages, Life, Disability, Long Term Care Insurance, and securities including Mutual Funds and Variable Products. Mike resides in Easton with his wife, Lisa, where they raised their 3 children. He has been active in the community volunteering in Youth Baseball and Basketball as a coach, has served as chairperson for the Easton Recycling Committee, a board member for the Foundation for Excellence in Education in Easton, and founded the Sunday Morning Softball League.