Knowledge Seekers: Financial Readiness; Medicare, Social Security, & Wealth Transfer; The Next GenerationName: Knowledge Seekers: Financial Readiness; Medicare, Social Security, & Wealth Transfer; The Next GenerationDate: November 16, 2017Time: 5:00 PM - 6:30 PM ESTEvent Description:Tim Knapp, Financial Advisor with Edward Jones, is hosting a financial seminar to share information with members of the community on topics of “Financial Readiness; Medicare, Social Security and Wealth Transfer; The Next Generation,” on Thursday, November 16 at 5 p.m. in the Community Building at the Holy Childhood of Jesus Christ. This educational event is in conjunction with the Harbor Springs Chamber Education Series “Knowledge Seekers.”
Presenting information in an informal, casual setting will be experts from the fields of Medicare insurance, Social Security and wealth transfer. The first speaker, Jack Manganiello, Divisional Sales Manager for Prudential Annuities, will present, “Understanding Social Security,” and “Health Care in Retirement – Medicare Insurance.” The second presenter will be Bill Ludwick, Regional Sales Manager for Saybrus Partners, who will talk about, “Wealth Transfer; The Next Generation.”
Jack Manganiello is a regional sales manager in the Michigan territory at Prudential Annuities. After a successful career in sports television, Manganiello began a career in financial services in 2002. He joined Allstate in 2004 as the regional vice president in Michigan, and continued the same role with Prudential Annuities after a merger in 2006. He has more than 15 years of experience in the financial services industry, and holds FINRA registrations and Michigan state insurance license.
Bill Ludwick has been in the life insurance business for mover than 28 years and has been with Saybrus since its inception. Prior to Saybrus, he was a Wealth Management Consultant for Phoenix Life for nine years, a Regional Life Consultant with Nationwide Life and Hartford Life. Ludwick was also the Principal/Manager of the Insurance Department at Roney & Co., a Regional Broker/Dealer. He started his career at the Equitable, as an agent.
Tim Knapp is a Financial Advisor for Edward Jones Investments in Harbor Springs. Prior to joining Edward Jones four years ago, Knapp worked with retirement plans for physician offices in St. Joseph, Michigan. Knapp is involved in numerous community organizations and serves on the boards of the Harbor Springs Downtown Development Authority (DDA), Third Street Commission, Harbor Inc., and the Harbor Springs Public Library. He is helping the youth in the community by serving as the financial advisor for the Harbor Springs High School Investment Club. He holds his Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations.
Tim, Edward Jones Financial Advisor, and wife, Jen, keep busy with their two daughters, who attend St. Francis Xavier School in Petoskey, where Jen volunteers on the PTO. They live and play in Harbor Springs, enjoying skiing and sailing and spending quality with their family outdoors.
The educational financial seminar is free, but reservations are required. Dinner and refreshments will be served. To reserve a space, please call Tim Knapp, Financial Advisor at Edward Jones at (231) 526-5366. The seminar is from 5:00 p.m. to 6:30 p.m.
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