Michael Egan: Financial Planner
Michael Egan, CFP®) is a founding partner of the Northern Virginia firm Egan, Berger & Weiner, LLC. With 21 years of experience in the financial services industry, he has also previously worked as a mutual fund analyst/accountant.
A graduate of George Washington University with a degree in Finance, Egan hosted a weekly radio show on financial planning in the Washington market. He has also been a presenter on retirement planning and Social Security planning for Fairfax County Public Schools’ Adult and Community Education. Egan is an active member of the Financial Planning Association.
The son of Irish immigrants, Egan and his wife Terri have been married for more than two decades. Originally a native of Connecticut, he and his wife moved to Northern Virginia in 1990. An avid New England sports fan, Egan roots passionately for the Red Sox, Patriots, Celtics, and UCONN Huskies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,™ which it awards to individuals who successfully complete CFP boards’ initial and ongoing certification requirements.
_Securities and Investment Advisory Services offered through Voya Financial Advisors, member
SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by Voya Financial Advisors._
Praise for Michael Egan
ING Financial Partners honored longtime Financial Planner Michael Egan in 2012 with the prestigious Advisory Elite distinction, earned by fewer than 1% of investment adviser representatives who work with the firm. Egan has achieved this status for attaining notably high levels of assets under management and because of his investment planning success.
“The Advisory Elite status marks an important career milestone,” says Karl Lindberg, President, ING Financial Partners. “This is an opportunity for ING Financial Partners to acknowledge Egan’s hard work, sustained success, and dedication to client satisfaction over time.”
Michael Egan’s Speaking Topics
The Future of Social Security—It’s Better Than You Think
Since Social Security is a complicated system, it requires a significant amount of planning before you file for benefits. I have spent years studying how it works so that I can best help my clients plan and prepare a proper strategy.
In this course: Egan will offer key points to remember when you are planning your own Social Security strategy. “Keep in mind that you should always integrate your Social Security strategy into your overall financial plan,” he says. “Do not assume that the Social Security office will have all the answers to your questions. Be sure to educate yourself.” Tips include:
1. Social Security is not going bankrupt.
2. You can actually be eligible for up to three different benefits during your lifetime.
3. The checks are significant, especially if you delay taking them.
Roth IRA Conversions
In this course, Egan discusses the basics of Roth IRA conversions:
- What makes the Roth IRA so valuable over the long-run?
- When does a Roth IRA conversion makes sense—and when does it not?
- Strategies for tax diversification and retirement income flexibility.
- The powerful role the Roth IRA plays in estate planning.
Financial Strategies for Successful Retirement
In this course, Egan discusses the basics of Retirement Planning including:
- Investments planning
- Long-term care
- Social Security and Medicare
- Estate Planning
- Lifestyle Issues
- Pension Options