Speakers

Michael McCarthy

Managing Director- Investments / Wells Fargo Advisors

Michael has been in the financial planning business advising individual and corporate clients since 1983. He earned his CFP® designation in 1990 and became an adjunct faculty member for the College for Financial Planning in 1992. He graduated with a B.B.A. in Finance from Loyola University of Chicago in 1982. Michael is a managing director- Investments in the Schaumburg, IL office of Wells Fargo Advisors. He served as a branch manager for Wells Fargo Advisors for seventeen years.

Sessions

The 1042 Rollover