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Financial Planning and Hiring in Rural Areas

Saturday, December 21, 2014 @ 10am

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Guests:

davidblaydesDavid Blaydes,
President
Retirement Planners Intl.

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Financial Planning as an
Outplacement Benefit –

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David L. Blaydes, MS, CFP®, AIF®, RFC is the founder and CEO of Retirement Planners International, Inc., (RPI) and has been successfully engaged in the financial planning industry since 1977.

His background and experience eminently qualify him in offering comprehensive financial life planning to help fulfill the needs of individuals faced with financial decisions, with emphasis on retirement and outplacement transition planning. Mr. Blaydes earned the Bachelor Degree in Business from Olivet University, and the Master’s Degree in Financial Planning. He has held the designation of Certified Financial Planner™ (CFP)® since 1987 and has been a member of the International Association for Financial Planning (IAFP) since 1986.

He is a TrueWealth Consultant through the Institute for TrueWealth, as well as a Certified Life Options Coach through Retirement Options, LLC. In addition, Mr. Blaydes has appeared on the television programs the NBC Nightly News with Tom Brokaw, TLN’s Money IQ and Significant Insights; radio programs Smart Money, Boomer Financial Radio Network and America’s Wealth Management; in print for Crain’s Chicago Business, Financial Planning Magazine, Investment News, Financial Advisor, Chicago Sun Times, Daily Herald, Naperville Sun and Glancer.

In 2012, David was nationally recognized as a finalist for the prestigious Investment News Volunteer of the Year award for his volunteer financial life planning help for those diagnosed with cancer. In 2013, David was chosen as a Five-Star Professional award recipient, a select group, representing less than seven percent of the wealth managers in the Chicago area. In 2013, David was also named Financial Planning Magazine’s Planner of the Year for his pro-bono work with cancer patients. Most unique about David is the holistic financial life planning model that he has uniquely crafted.

David starts with a personal “Blueprinting” process to help members of his client family identify their personal life goals, and then uses his 30 years of experience, education and credentials to develop a financial strategy built around them. While the financial plan provides the means, it’s the personal Blueprint that provides the meaning. With David, those that he works with are his clients, not their money. Five Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth list should not be construed as an endorsement of the wealth managers by Five Star Professional or any other entity.

Please visit Fivestarprofessional.com for more information about the award. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. RPI Inc., Five Star Professional and NPC are separate and unrelated companies.

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Hook Wheeler

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Hook Wheeler,
Senior HR Manager
The Jackson Laboratory

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Difficulties in Hiring in Rural Areas –

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Hook Wheeler- Biosketch From 1984 until the present, I have been employed in the Human Resources Office at Jackson Laboratory, performing various HR functions.

One constant responsibility over the past 29 years has been recruiting qualified individuals into administrative, technical and biological science positions as we have grown from an institution of 500 employees to 1300 located in Bar Harbor, alone. Currently, I am the Sr. Human Resources Manager, supporting the administrative and research areas, within The Jackson Laboratory.

Work in employee relations, recruiting, immigration, compensation and employee development, represents the majority of my efforts, although I continue to play a major role in developing strategies for sourcing and recruiting specialized technical talent in both Information Technology and the biological sciences I am certified as a Senior Professional in Human Resource and I’m a Certified Compensation Planner.