A recent study from the American College of Financial Services found only 26 percent of people can pass a financial literacy quiz covering topics such as compound interest, IRAs, non-qualified funds, income planning and withdrawal rates. Many people lack education regarding the most important facets of their retirement. They don’t understand how changes to these programs, compounded by daily life developments, can impact retirement security.  

The growing lack of education resources coupled with the urgent need to help people avoid major financial pitfalls created the Financial Education Partnership. FEP is a nonprofit organization focused on eliminating financial illiteracy through free educational programs available to the public. FEP was created by some of the country’s most well-versed financial experts, with a combined experience of over 100 years. 

Jay got involved with FEP at the beginning of 2017. FEP had heard about Jay’s reputation for educating the public vs. selling products.  

Jay has always run his practice with his customers’ needs as his primary focus. During his presentations at local senior centers, senior living communities and churches, Jay wants to inform his audience. His consistent focus on betterment of retirement has yielded him an incredible amount of growth, which caught FEP’s attention. After going through its training program, Jay became regional director for FEP in Pennsylvania. This allows Jay to expand his knowledge base and bring creative, fun and well-designed programs to the Harrisburg, PA, area.