Course Description

Instructor: Timothy Gelinas, CAS®, CFS®, CSA

Unlock the doors to understanding and take control of your retirement. Tim will help you have the proper tools so that you can be confident in your decisions on key matters that affect your retirement. These will include: Investments - Mutual Funds & Annuities, Estate Planning & Taxes, Making your money last, Long Term Care, Asset Management, Proper Diversification and Inflation
 

Bio: Tim has been diligently meeting the needs of his clients for over 20 years. He specializes in helping retirees preserve and protect their assets. His personalized service has won him numerous awards and he has been recognized nationally. Tim has been awarded the Million Dollar Round Table Top of the Table three times and Court of the Table five times. He has also received the 2008, 2009 and 2011 Five Star Best in Client Satisfaction Award for Wealth Managers as well as the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022 Five Star Wealth Manager Award, as seen in Atlanta Magazine, Forbes, and The Wall Street Journal. He was also awarded the Top 40 Advisors Under 40 by the Atlanta chapter of the National Association of Insurance and Financial Advisors in 2011 and 2012. NAIFA awarded him their Quality Award in 2013, 2014, 2015, 2016, 2017 and 2018. He was named to the Advisors Council by Fidelity Investments in 2014, 2015, 2016 and 2017.