In the News

November 2021
WXYZ Ch. 7: Gen Z-ers entering the workforce are feeling financially stressed. Financial educator Michael shares his tips to avoid money-induced stress.
August 2020
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July 2020
WDIV Ch. 4 News – What to expect as lawmakers aim to boost the economy
July 2020
WJBK Ch. 2 News – A cut in unemployment benefits and a second stimulus check… what to expect in the upcoming months
 
June 2020
WDIV Ch. 4 News – New proposals being considered to help the unemployed
 
June 2020
WJBK Ch. 2 News – Tips to help people donate safely and avoid scams
June 2020
WWJ 950 – What retirees and those planning for retirement should be doing with their money
May 2020
WJBK Ch. 2 News – How those in retirement can ensure they don’t outlive their money
 
May 2020
WDIV Ch. 4 News – A secure way to track your stimulus check
May 2020
WJBK Ch. 2 News – The difference between the economy and the market
April 2020
WJBK Ch. 2 News – Advice for those preparing for retirement during economic uncertainty
April 2020
WWJ 950 – The future of Social Security and how to incorporate it into your retirement plan
April 2020
WDIV Ch. 4 News – What to do if you’re struggling financially
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Listen to the Retirement Education Hour with Kirk Cassidy and Dr. Paul Metler on

WWJ 950 every Sunday night at 8pm

WJR 760 every Saturday morning at 6am

Your Instructors:

Kirk Cassidy

Your instructor Kirk Cassidy is a nationally recognized speaker and educator. Kirk has also written a quarterly article for Kiplinger, is featured on Fox 2 Detroit, and is the lead instructor for the Retirement Education Foundation. He has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. He will teach how proper tax planning can help increase asset performance and reduce the chances of retirees outliving their money without taking on greater risk. He has developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth throughout retirement. You will learn from him how this model, which integrates guaranteed* income planning, wealth management, tax-minimization strategies, long-term-care planning and legacy planning can set you up to enjoy the type of retirement you’ve always dreamed of. Kirk has extensive experience in charitable planning and helping retirees utilize charitable strategies that allow them to fulfill their philanthropic goals while more effectively managing tax liabilities in retirement bringing strategies to the middle class that have historically been reserved for the extremely wealthy. Kirk holds a Series 65 securities license, which makes him a fiduciary, as well as a life insurance license in Michigan and many other states.

Kirk Cassidy

Kirk Cassidy

Paul Metler

Your instructor Dr. Paul Metler, Psy.D., MBA, has 20 years of experience in clinical, academic, administrative and executive leadership positions in public and private health care systems. Paul has developed and managed several businesses in both the private and public sector, serves as adjunct faculty at Western Michigan University and has been a guest speaker and presenter on several topics related to aging within hospital, clinical, governmental and business settings. Paul draws on his substantial experience working with retirees and their families, helping them cope with the financial challenges that come with aging and the retirement process. He is well-versed in the issues that arise in the aging process, including decisions regarding health care decisions and end-of-life care. He understands and appreciates the financial, physical, psychological and developmental challenges that often occur during the stage of life when an individual transitions from the working years to retirement and will help prepare you for all these major life events on the horizon. Paul holds a life insurance license in Michigan, a Series 65 securities license, and CDFA® (Certified Divorce Financial Advisor).

Paul Metler

Paul Metler

Josh Jackson

Your instructor Josh Jackson has spent his entire career in the financial services industry transitioning from a national consulting firm for independent financial advisors where he lead the planning team, to an independent advisor working with those prepping for retirement and those already retired. Over the years Josh has been able to work with advisors and clients to help them plan for the different challenges presented leading up to and in retirement. He will pull from this extensive background to help educate you on all the obstacles that lay ahead and how to best prepare yourself from falling into these traps that many other pre-retirees/retirees let devastate their retirements. Josh holds a Series 65 securities license, MI Life & Health Insurance license, and has earned the RICP® (Retirement Income Certified Professional) designation.

Josh Jackson

Michael Masserant

Info coming soon!

Michael Masserant

Marc Wander

Your instructor Marc Wander is an estate planning attorney. Marc has 28 years of experience practicing estate planning, elder law, and business succession planning. He is a member of WealthCounsel (a nationwide association of Estate Planning Attorneys) and a former President of the Society of Financial Service Professionals-Detroit Chapter. He is a frequent continuing education speaker to insurance agents, financial advisors, CPA’s and financial industry organizations. Marc uses his knowledge and experience to help educate families on how to plan for life, deal with death, resolve potential conflicts, and create a lasting legacy for beneficiaries.

Marc Wander

Marc Wander