The National Retirement
Academy Educators
Our courses present financial planning and investing that can help accelerate, improve, and sustain retirement.
CFG Retirement
Vince Oldre
His dad had him running the vending machines in the office to learn how to manage finances, learn ways to save money, and understand how to invest.
That was the early stages.
MileStone Asset Management Group
Michael Mezheritskiy
Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives.
He brings over 20 years of experience in the financial services industry to his clients.
Strategic Abundance Financial
Lynn M. Stokes
Lynn M. Stokes is Owner of
Strategic Abundance Financial. Lynn’s mission is to use his knowledge and experience to help others maximize their potential, achieve their financial goals, and live abundantly. Lynn entered the financial services sector in 1999 and began acting as a retirement planning advisor in 2010.
For the last 25 years, Lynn has had a successful career in the insurance and financial services industry, and in 2012, achieved “Million Dollar Roundtable” status.
In 2023 Lynn became an advisor with the National Retirement Academy, assisting and educating clients nationwide on retirement planning topics.
Outside of work, Lynn enjoys spending time with family and pursuing his hobbies in music as an accomplished musician, tennis, and anything outdoors.
McCarthy Financial Group
Kevin McCarthy
Kevin sincerely believes that educating people will provide a clear understanding to their current financial position and the power to make the best decisions possible when it comes to their financial future.
In pursuit of his ambition, Kevin C. McCarthy is proud of having been invited to speak before many groups and organizations such as the Society of Financial Services Professionals Symposium, Hadassah’s Judeo-Kadimah Chapter, Concerned Citizens of North East Dade and the Hollywood Women’s Club just to name a few. In addition, for the past 10 years, Kevin has sponsored over 70 educational programs throughout South Florida and considers it a privilege to have the opportunity to share his knowledge and experience in the financial industry.
oXYGen Financial
Hugh Hale
Hugh Hale began his financial services career in 1995, quickly rising to become one of the Top Ten Branch Managers at United Lending Company. He held roles as a Private Banking Consultant at First Union and Director of Private Banking at National Bank of Commerce before joining AXA Advisors as a Financial Advisor and Partner. In 2010, Hugh founded Financial Architects of the Low Country in Savannah, GA.
A University of Mississippi graduate, Hugh is a Registered Representative and Investment Adviser, having passed his Series 6, 63 & 65 exams. He completed the University of Pennsylvania's Wharton School Retirement Planning Program in 2007 and has earned numerous industry accolades, including MDRT membership and NAIFA’s "40 under 40" recognition.
Hugh strives to be a trusted advisor for his clients, simplifying complex financial concepts and ensuring their risks are well managed. He works with affluent professionals and small businesses, maintaining a near-perfect client retention rate. Outside of work, Hugh is a devoted husband and father.
Making Retirement Stress Free
is The Goal.
Call 952-207-5300
Email:info@nationalretirementacademy.com
Site: www.nationalretirementacademy.com
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