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Catch the VISION!
Tired of cookie cutter benefit programs with no appeal? Do you have superior executive benefits to attract and retain key employees? Does your firm have a business succession plan? Don't get left behind! VISION! has unique executive benefit and corporate planning solutions for your company!
Gary Edkins, CLU®, LUTCF®
Financial Planner
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Gary began his financial services career with Prudential In 1982. He completed his CLU and LUTCF designations through The American College early in his career and became a moderator of the College's "Planning for Business Owners and Professionals" course for the Prudential Western Territory. Gary is an active member of the National Association of Plan Advisors (NAPA) and Court of the Table, Million Dollar Round Table (MDRT).
Gary has been a guest speaker on Advanced Estate Planning at the national meeting of The American Society of Women CPAs, on Non-Qualified Deferred Compensation and Section 409(a) at the PIHRA Regional Compensation & Benefits Symposium, on Buy/Sell Agreements, Business Continuation, and Long Term Care Strategies at the Estate Planning Council of South Orange County, and on Social Security at the American Indian Doctor's Association. He has also performed financial wellness workshops through the Prudential Pathways program for Canon USA, Lennar Homes, HUB International, and TBG West.
As an avid cyclist, Gary has been a fundraising participant in the UCI Anti-Cancer Challenge Century Ride and the MS Bay to Bay 150 Mile Charity Ride.