Free Webinar: Your 10 Question Guide to a Successful Retirement

What does your future look like? Financial planners can’t predict it, but they can help you plan for it — especially as you head towards retirement which can be both rewarding and challenging. Financial planning is about wisely managing your overall finances so you meet your financial goals and minimize pitfalls.

Join ICMA-RC in this free webinar for ICMA members. You and your staff will discuss:

  • key questions you should think about for your financial future
  • how much you should be saving
  • Social Security benefits
  • Medicare
  • managing your investments
  • retirement fund withdrawals and taxes

Al Micheli, CFP

Communications Project Manager, ICMA-RC

Mr. Micheli manages a wide variety of ICMA-RC financial education content designed for different employee life stages and goals. He works closely with ICMA-RC Retirement Plans Specialists, Certified Financial PlannerTM professionals, and Investor and Client Services Representatives to understand plan sponsor and participant requirements and circumstances. Mr. Micheli has over 13 years of experience in the financial services and retirement planning industry. Prior to joining ICMA-RC in 2008, he was employed with TIAA-CREF and The Vanguard Group, where he worked directly with individual clients to provide retirement planning, investment, and overall financial planning services.  Mr. Micheli received a master’s degree in business administration from the University of Maryland, and a bachelor’s degree in political science and economics from Guilford College. He is a Certified Financial PlannerTM professional and a FINRA Series 6 and 63 Registered Representative.   

 

Steven D. Taylor, CFP

Financial Planning Manager, ICMA-RC

Mr. Taylor is responsible for providing on-site financial planning services to public sector employer retirement plans in the Mid-Atlantic region. He conducts over 120 educational seminars and workshops per year and also provides one-on-one participants meetings. He provides personalized assistance in the development of individuals’ retirement, investment and financial plans. Before joining ICMA-RC in 2006, Mr. Taylor was self-employed as an independent Financial Planner for over 10 years. He also was a Financial Advisor for seven years with AXA Equitable where he also had experience doing financial planning. Mr. Taylor received a Bachelor’s degree in Economics from Clark Atlanta University. He is a FINRA Series 6 and 63 Registered Representative, a FINRA Series 26 Limited Securities Principal, and a NASAA Series 65 Registered Investment Advisor Representative. He has his life insurance license and is a Certified Financial Planner™.

Key:

Complete
Failed
Available
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Video
Open to view video.
Open to view video. 90 minutes
Certificate
1.50 ICMA CE credits  |  Certificate available
1.50 ICMA CE credits  |  Certificate available