Steve Margulin CPA, CFP®, a certified instructor with the Financial Educators Network, who teaches Retirement Planning Today® seminars, has been teaching these informational seminars at UNM Continuing Education in Albuquerque, at CNM Workforce Training Center in Albuquerque, and at College of Santa Fe in Santa Fe. The six-hour seminars have a third component, the optional Complimentary Consultation, during which Steve gives specific advice on your personal financial issues.

Steve, who earned a Bachelor of Arts degree in Economics, has continued his education with over 1,000 hours of continuing professional education in such areas as life planning, investment management, financial and estate planning, income tax and accounting, business planning, and business operations.

Steve’s teaching manner is informative, approachable, and entertaining. He intersperses his seminar material with interesting real-life examples from his more than 20 years of experience in the field.

Steve is the founder and proprietor of an independent financial advising business, in which he helps clients define and reach their long-term financial goals.

As a Trusted Advisor®, he specializes in bringing knowledge to the community through seminars designed to empower individuals with the tools needed to make better decisions regarding their financial lives today and in the future.

Steve’s next series of seminars will be in Spring of 2008—please see our News section for details which will be posted early in 2008.