Or call: 866-407-7975 to RSVP and use the RSVP Code 440191W.
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About Your Host – Mike Gilman
Leveraging his experience as a CPA, Mike enjoys finding solutions and simplifying complex issues to help clients maximize their retirement income. He brings his experience and passion for financial planning into his relationships with clients so you can feel confident you are getting the most out of the hard work and planning you have done to prepare for retirement. From the first time he met Carl, Mike immediately connected with the standard of excellence, integrity, and transparency that Carlson Financial continuously upholds. Mike has a broad perspective due to his extensive experience over the last 25 years in the Accounting and Finance industry. He began his career in public accounting before transitioning into Corporate Finance with Capital One, and most recently, Head of Mortgage Finance with SunTrust (now Truist). Born and raised in Richmond, Virginia, Mike met his wife Hollie in elementary school. They’ve been married for over 24 years and have three children, Jake, Holden, and Casey. He enjoys spending time with his family, preferably on the golf course, and watching UVA Basketball. Go Hoos!
or call: 866-407-7975 to RSVP and use the RSVP Code 440191W
There is absolutely no cost or obligation to attend. Nothing will be sold or offered for purchase at these events.