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Mike Egan, MBA, CFP ®, CIMA ®

Ensure Your Income is Retirement Plan Ready: Can you count on receiving Social Security?

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Program Titles

  • Unleash the power within to build a stronger financial future.
  • Understand the truths that rule your finances & manage them more effectively
  • Gain access to many new tools to help you succeed, now & in the long-term
  • Is Social Security collapsing?
  • How can we solve the US unemployment problem?
  • You’re not alone: to Change your retirement problem
  • How Does Federal Reserve Intervention Affect Your Retirement?
  • Build a stronger financial future

Mike Egan, MBA, (Economics, Business) CFP ®, CIMA ®, will you unleash the power within to build a stronger financial future. Mike shares his desire to educate financial professionals regarding equity risk strategies.

The upheaval in the financial market has revealed serious gaps in the retirement preparedness for a majority of Americans – 50 Million of whom are at risk.

He examines the eight dominant myths that influence most investors’
decision-making – and lead to financial loss and flimsy retirement portfolios. He helps you navigate the most psychological obstacles that keep them from gaining control over their money and realizing measurably better results.

Mike has provided financial advice to clients and advisors when he joined the institutional division of Lehman Brothers, Inc.

Mike structured and executed swap and derivative transactions totaling over $8 billion for Fortune 20 companies.

Mike provideds comprehensive wealth management services to corporate executives with assets totaling in excess of $300 million.

Mike currently provides advice to over 60,000 financial advisors. His ability to clearly articulate the truth behind complex financial instruments has made him an indispensable resource to the industry.

Mike shares his specific ideas and solutions with hundreds of financial professionals and individuals addressing current investment and retirement planning misconceptions.

“… it was evident that Mike has deep passions for his business and clients – truly wanting to help. I’ve had several opportunities to see Mike engaged in sharing his knowledge – be it one-on-one or in larger groups. In each case, he has shown a unique gift of distilling difficult content into bite-sized portions, which are easily understood. You will be greatly rewarded.”

Books by Mike Egan, MBA, CFP ®, CIMA ®

  • Your Stronger Financial Future: The Eight Essential Strategies for Making Profitable Investments

Book Mike Egan, MBA, CFP ®, CIMA ® for your Event!

Aging – Financial

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