The Survivor Assistance Handbook: A Guide for Financial Transition - Softcover

Über die Autorin bzw. den Autor

Mark Colgan, president of Colgan Capital, an independent financial services practice that specializes in serving the unique financial planning needs of families, widows, widowers and domestic partners. Mark has been a Registered Representative since 1993 and a Certified Financial PlannerTM (CFP) since 1998. He holds Series 7, 63 and 65 state and federal securities licenses as well as life and health insurance licenses.

Prior to forming Colgan Capital, Mark served as vice president of McDonald Investments and was one of the youngest limited partners at Edward Jones & Co. He holds a BS degree in Finance from Rochester Institute of Technology and is a respected member of the Financial Planning Association.His articles have been published in such national publications as The Journal of Financial Planning, American Association of Individual Investors, The Director, ABA Journal and Money Advisor, a Consumer Reports publication. He has been cited by Fox News, CBS Marketwatch and other media.

Mark is a frequent national speaker and trainer to both individuals and professional planners on a wide range of financial planning issues including targeting professional services to this special niche market. For more information or to arrange a speaking or writing engagement, contact Mark Colgan at (585) 419-2270.