Author of : Family
Wealth Planning Strategies We help individuals, families and business
owners leave a legacy of
wealth, influence, and values.
Author of :
Family Wealth Planning Strategies
We help individuals,
families and business owners
leave a legacy of wealth,
influence, and values.
Mr. John Mayer
John is a Family Wealth Planner and Financial Problem Solver, working with individuals, business owners, nonprofits, attorneys, accountants, and bank trust departments throughout the nation. He is the President of three companies:
He has taught financial planning continuing education courses at Eastern Michigan University, the Michigan Association of Certified Public Accountants (MACPA). He has written many articles for publications like Michigan Lawyers Weekly, Estate Planning, Accounting Today, etc. He has been a guest speaker on money mattersradio talk shows across the country and to groups like University of Michigan Medical School, Fidelity Investment of Boston, Bank trust companies, Colleges’ Development Officers, Hospitals, Investment banking firms, Legal and accounting firms across the state.
John’s credentials include:
n CLU (1981),
n Harvard University certificate of completion for program "Investment Decisions & Behavioral Finance".
n University of Miami Law School 36th Annual Philip E. Heckerling Institute on Estate Planning
n Registered Investment Advisor,
n Renaissance Associate of Renaissance Inc., the largest administrator of charitable trusts in the country.
n Exceptional Producer Affiliate, Bisys Insurance Services, Inc.
Life Insurance Counselor (LIC), State of
n Instructor, Continuing Education Courses
1. Life Settlements A to Z – Course #40669
2. Estate Planning in Large Estates – Course #41454
Minnow Pond Drive, West Bloomfield, MI
Contact Information: Phone: 800-452-4983 Fax: 248-668-1832 Email: firstname.lastname@example.org