Preserving Wealth: The Next Generation

Available

Product Details

Price
$9.99
Publisher
Tellwell Talent
Publish Date
September 21, 2020
Pages
168
Dimensions
5.98 X 9.02 X 0.39 inches | 0.56 pounds
Language
English
Type
Paperback
EAN/UPC
9780228810940

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About the Author

JACK LUMSDEN, MBA, CFP(R), is a financial advisor with over twenty years of experience. He has enjoyed building a strong career and loyal client base. In addition to helping clients preserve and transfer their wealth, he focuses on those who are or will be making the transition from their working years to retirement with the need to develop a lifelong income and cash-flow strategy from the financial assets they have accumulated. A lifelong resident of Burlington, Jack dedicates much of his spare time to staying active and coaching high school football. Spending time with family is another of his core values. He enjoys attending sports events with his son, Connor, and country music concerts with daughter, Paige, while he and his wife, Sandi, like to travel with friends and explore new destinations. Jack's education includes a BBA from Wilfrid Laurier University (where he met Sandi), and an MBA from McMaster University. He is also a CERTIFIED FINANCIAL PLANNER(R) or CFP(R) professional.