Jerry Snyder, CFP®

Jerry Snyder, CFP®

Founder & Director of Financial Planning Services - Retirement Strategies, Ltd.

Contact Information
Retirement Strategies, Ltd.
Dublin, OH 43017
Availability
  • Business to Individual
Topic Categories
No images found.
No documents found.
No videos found.
Biography

Jerry Snyder graduated from Ohio University with a B.S. degree in communications and a Minor in Business Administration. He later earned his MBA with emphasis in personal finance from Xavier University. Over the course of his career, Jerry has attained his Certified Financial Planning (CFP®) credentials and maintains active membership in the Financial Planning Association (FPA). Jerry is a member of the Ohio State University Presidents Club. His civic activities include being a past trustee of the North-West Civic Association, Kiwanis and Big Brother/Big Sister and a trustee on the Upper Arlington Commission on Aging. Jerry is the founder of Retirement Strategies, Ltd. and secretary of COPEC.


Expertise
Financial Planning
Long Term Care
Medicare
Social Security
Speaking Style
EducationalEntertaining
StrategicTactical
Lecture StyleInteractive
FormalRelaxed
My Topics
Medicare Planning
Become a Venue
Business to Individual
Basic information on Medicare, Medicare D programs, Medicaid. Discussion and information on how to get it, how it works with supplemental insurance and changes.
Business to Individual
This program is designed to help individuals and families develop a plan in the event a family member requires long term care assistance.  Long term care can devastate a family emotionally, physically and financially and long term care service are not typically paid from one's health insurance policy or Medicare. ...
Business to Individual
Have you ever wanted to know the best time to begin Social Security payments; how spousal benefits work; what is included in Medicare benefits or how to navigate the many available options; what does Medicaid cover & who is eligible or how an insurance policy works? This program will provide ...
Social Security Planning
Become a Venue
Business to Individual
As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore ...
Business to Individual
This program will help individuals understand and organize their important papers and vital documents including Will, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. Discussion will include what these documents do and how they should be written. A Power Point presentation and handouts will ...
Education
Ohio University B.S. in Communications
Xavier University MBA in Financial Planning
Accomplishments
Warning: Invalid argument supplied for foreach() in /home/copec123/public_html/wp-content/themes/x-child/author.php on line 335