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 President and CEO of C2 Private Wealth.

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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 a financial advisor at C2 Private Wealth.

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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 a financial advisor at C2 Private Wealth.

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Michael Masserant

Financial Instructor, CFP®, APMA®

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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 a financial advisor at C2 Private Wealth.

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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.

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Rachel Figel

Program Director

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Bio coming soon!

Instructors in the Media

In the News:

February 2019
WJBK Ch. 2 News – Marriage & Money

As Seen On:

As Heard On:

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

WJR_Logo_Red

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

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WWJ 950 every Sunday night
at 8 p.m.

WCSX

WCSX 97.4 FM every Saturday and Sunday at 6 a.m.

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