About this Event
Our Presenters
Allen Maupin
Financial Advisor, Edward Jones
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact Allen today to see how personal service can make a difference.
Learn more at edwardjones.com
Michelle Fritsch, Pharm.D., BCGP
Pharmacist, Founder of Medipreneurs, et al.
Dr. Michelle Fritsch is a board certified geriatric clinical pharmacist with a passion for healthy transitions after one’s primary career. Propel Comprehensive Wellness is an expert-guided plan to live with optimum health, purpose, and excitement for your Bold Act 3. It is a self-paced program to create a wellness portfolio to prevent those things that derail the plans of about 2/3 of retiring professionals, experienced through a monthly subscription. Retirement Wellness Strategies is a more exclusive, concierge version of the components of Propel.She is a founder of Propel Comprehensive Wellness, Retirement Wellness Strategies, Life Purpose Scan, and Medipreneurs.
Greg Schonauer, CRPS, AIF
Regional Vice President, Transamerica Mid-Market Retirement
- 10 years of Retirement Sales experience
- Chartered Retirement Plan Specialist
- Accredited Investment Fiduciary
- FINRA 6, 63 & 26 Registrations
With more than 10 years of experience in the financial services industry, his primary focus is consulting with small-to mid-sized companies in both the for-profit and not-for-profit sectors to create customized retirement plan solutions.
In his role he is responsible for assisting financial intermediaries in the sale of qualified plans in both North and South Carolina. Greg is two-time NAPA Top DC Wingmen (2018, 2019).
A graduate of The Ohio State University, Greg received a Bachelor of Science in Geographic Information Systems & Analytical Cartography along with a minor from the
Fisher School of Business. Greg maintains FINRA securities registrations as well as a life insurance license.
He makes his home in Fort Mill, South Carolina with his wife Brandi and their sons Easton, Asher and Bentley.
Event Venue & Nearby Stays
1000 Healing Wy, 1000 Healing Way, Matthews, United States
USD 15.00
