Take control of your financial future in this engaging workshop! Learn to spot key statistical red flags in investments, understand the real power of compound interest, and see why averages can mislead. You'll also explore how timing affects returns and get practical year-end charitable giving strategies to boost both impact and tax benefits. Perfect for anyone ready to make their money work smarter! 🚀
This is the first class in a five-part series. Join us for one class or all of them! (Topics build upon themselves, so attending the entire series is recommended.)
Monday, Dec 8
Monday, Jan 26
Monday, Feb 23
Monday, March 23
Monday, April 20
We hope you can join us for this important course!
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This Financial Wellness course is taught by Tom Kestler. Tom has been involved in the financial planning field for over 45 years. He is a graduate of Millersville State University and the College for Financial Planning in Denver, Colorado (for which he has acted as an adjunct instructor) and carries the Certified Financial Planner (CFP) designation. He has also been awarded the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Mutual Fund Counselor (CMFC) designations from the American College in Bryn Mawr, PA.
He was the founder of Kestler Financial Group, Inc., a firm which specialized in the marketing of financial products and services to over 5,000 independent representatives throughout the United States. Kestler Financial Group was acquired by Highland Capital in 2018. Mr. Kestler carries Life, Health and Variable Products licenses in several states and provides consulting services to insurance companies on product design and development. He also acts as an expert witness in securities and insurance litigation cases
Prior to his retirement, Tom served as VP Advanced Sales at Highland Capital, and also CEO of Branch Development Partners, an Office of Supervisory Jurisdiction (OSJ) for Securities America, Inc. (now Osaic), an independent securities broker/dealer. Tom is grateful for the opportunity to use his experience to help people in the community.
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