Meet Your Instructors

Kirk

Kirk Cassidy

Lead Financial Instructor

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Kirk teaches how proper tax planning can help increase asset performance and reduce the chances of retirees outliving their money without taking on greater risk. Through his asset allocation model — which integrates guaranteed advanced income planning, wealth management, tax-minimization strategies, long-term care planning and legacy planning — you will learn how to set up the type of retirement you've always dreamed of. Kirk is also an advisor at a financial services firm which was recently recognized as one of the 500 Best Financial Advisory Firms by USA Today.

paul-metler

Paul Metler, Psy.D., MBA

Financial Instructor

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Well-versed in the financial issues that come with aging and the retirement process, Dr. Paul Metler helps you prepare for the financial, physical, psychological and developmental challenges when transitioning from working to retirement. Paul is also an advisor at a financial services firm which was recently recognized as one of the 500 Best Financial Advisory Firms by USA Today.

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Josh Jackson, RICP®

Financial Instructor

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Drawing on his extensive background in the financial services industry, Josh educates you on the challenges leading up to and in retirement and how to avoid mistakes that could potentially devastate your retirement. Josh is also an advisor at a financial services firm which was recently recognized as one of the 500 Best Financial Advisory Firms by USA Today.

michael-masserant

Michael Masserant

Financial Instructor

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A financial analyst and educator, Michael is dedicated to empowering those approaching or already in retirement with their financial planning and wealth management needs. Michael is also an advisor at a financial services firm which was recently recognized as one of the 500 Best Financial Advisory Firms by USA Today.

Brian

Brian Atherton

Financial Instructor

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Brian is an educator with extensive financial planning experience. He works with individuals, families and business owners and is passionate about helping people achieve their goals in retirement. Brian is also an advisor at a financial services firm which was recently recognized as one of the 500 Best Financial Advisory Firms by USA Today.

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Lisa Mange, CFP®

Financial Instructor

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Lisa is a fiduciary who holds the CERTIFIED FINANCIAL PLANNER™ designation. She has a deep appreciation for financial planning after seeing the way it can transform the decades of retirement. Lisa is also a financial planner for a financial services firm which was recently recognized as one of the 500 Best Financial Advisory Firms by USA Today.

marc-wander

Marc Wander

Estate Planning Attorney

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An estate planning attorney with nearly three decades of experience, Marc helps families on planning for life, dealing with death, resolving potential conflicts and creating a lasting legacy for beneficiaries.

Instructors in the Media

In the News:

January 2023
WJBK Ch. 2 News: Money goals you can strive for in the new year.
February 2023
WJBK Ch. 2 News – Highlighting the big tax changes in 2023 and how to maximize your tax situation both now and in the future.

As Seen On:

As Heard On:

Listen to the Retirement Education Hour on Spotify or where ever you get your podcasts.

wjr

WJR every Saturday morning at 6 a.m. and Saturday evening
at 6 p.m.

wwj

WWJ 950 every Sunday night
at 8 p.m.

KFRU-Logo

KFRU every Saturday at 6 a.m.

KLIK Logo

KLIK every Saturday at 6 a.m.

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