How I can help you

WORK EXPERIENCE

Jack founded Best Times Financial Planning in 1982. His professional designations included Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter. He is a long-time member of the Penfield Rotary Club. Jack is a Past Director of Rotary International. Now retired from his professions as an educator and a financial planning entrepreneur, Jack continues to help others transition into the second half of life and make a difference in the people and causes that are important to them.

INDUSTRY KNOWLEDGE

  • Leadership
  • Insurance and securities licenses
  • Succession planning
  • Transition planning
  • Non-profit, fund development
  • Estate Planning
  • Marketing Strategies
  • Radio-TV production, on-air experience

INTERPERSONAL SKILLS

  • Team building
  • Leadership development
  • Community relations
  • Motivational speaker
  • Workshop facilitator
  • Facilitative training
  • Legacy planning
  • Retiring with significance

IDEAL CLIENT:

  • Within 5 years of  pre- or post-retirement
  • Concerned about lifetime changes after retirement
  • Wants a second opinion about financial, retirement, legacy plans
  • Anxious about transition process from profession into retirement
  • Wants to monetize the full value of his profession, business into retirement
  • Wonders what to expect in the second half of life
Areas of Expertise
  • Business Strategy & Planning
  • Non-Profit

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services

Education

Jack earned a Doctorate in Educational Administration from the State University of New York at Buffalo in 1973.  


Team building, facilitative tranining, legacy planner, second half of life

Communication Methods

  • In Person
  • Phone
  • Video
  • Email