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ABOUT US
This
site is provided through the educational services of The Internet Connection
Association of Ohio, Inc., (ICA) a non-profit company. These services
are educational only and no legal, tax, investment or financial advice
is provided by ICA. The volunteers and financial advisors are all independent
professionals who volunteer their time to assist in providing employees
with the information and advice associated with this free employee self-help
service. You are in no way obligated to use the services of the financial
advisors who volunteer their services, but we recommend that you always
get a second opinion for all major financial decisions. Sound planning
requires personal self-help planning to get out of debt, save for your
future or to enjoy the leisure opportunities available to you. We encourage
you to use these support services to your advantage.
Mr. Whitaker is the founder of this program. Formerly he was Assistant Vice President with MONY in New York where he served as national director of a program he developed for MONY called the "Harvest Years" retirement planning educational program. He was in charge of training their national offices to provide retirement planning seminars and employee counseling on a national basis.
Examples of employers Mr. Whitaker has served on a national basis are: NASA engineers at NASA, Mead Corporation, New Jersey Institute of Technology, Monroe Auto Equipment Co. Straub Hospital, Phoenix Community College, Puma Community College, University of Alabama, Athens State College, University of Alaska, City of Jackson, Martin Marietta Corporation and many other employers.
Mr. Whitaker has conducted techniques that assisted employees to become more self-reliant. HR programs have been conducted in Phoenix, Arizona, Hawaii, Alaska, Alabama, New Jersey and Georgia. The program encourages self-reliance, self-help and cost sharing responsibility. Encouraging employees to fulfill their own responsibilities by taking action and providing a way for them to receive financial information is crucial to the program. Providing consistent information with incentives is the key to helping employees plan for their future and to rely less on government social programs and employee benefits. The program teaches the truth; that there are three legs to the financial plan – government social programs, employee benefits and personal employee financial and retirement planning.
Mr. Whitaker has set up five community banks in Ohio to offer alternative investments and planning. He assisted in planning, recruiting and training for Dime Bank, Sutton State Bank, United Bank, Chippawa Valley Bank and The St. Henry Bank.
Mr. Whitaker is a national speaker on the issues of aging, retirement planning estate planning, business consulting and individual financial counseling. A letter from Tiffin University quoted a community bank chairman as saying, "Mr. Whitaker was the best speaker the Good Morning World program had ever had". He is a Certified Senior Advisor (CSA), Certified Estate Planning Professional (CEPP), Registered Securities Professional (RSP) and a paralegal. He has been a financial planner, retirement advisor, business consultant and investment representative for over 30 years.
THE
INDEPENDENT VOLUNTEERS OF ICA
The following
volunteers are all experienced licensed professionals who volunteer
their time to provide information, self-help counseling, phone and email
services. These employee self-help support services are all provided
through the ICA with the help of The Advisor Group, Ltd. "Master
Mind" members. All volunteers are required to have at least five
years experience in their profession. Please contact ICA if you have
suggestions or are not satisfied with the help you receive. We want
our service to be the best employee self-help program in America. There
is no charge for your free self-help program and personal consultation.
This valuable service is provided by your employer.
THE FOLLOWING IS A PARTIAL LIST OF OUR ADVISOR TEAM OF PROFESSIONAL VOLUNTEERS WHO PROVIDE EMPLOYEE SELF-HELP SERVICES:
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Joyce
Ann Whitaker Marysville, Ohio (937) 644-0009 Joyce has 18 years experience in marketing, public relations and financial writing. She has won numerous professional awards for her public relations work. Previously Joyce has served as Vice President for three corporations as a financial writer, employee manager and executive. |
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William
"Bill" Pigueron, CSA, RSP Bill has been providing asset preservation and family lifestyle planning for the past 20 years. Certified
Senior Advisor Securities offered through TFS Securities, Inc. Member NASD & SIPC. 437 Newman Springs Rd., Lincroft, NJ 07738 (723) 758-9300. |
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Sara Conville,
Travel Agent Owner of Sterling Travel. 20 years experience in the travel business. Employee travel club coordinator |
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Ron
& Gretta Stake Financial Benefit Corporation. Specializes in group and individual insurance plans for Small Business owners and their employees. Through it's affiliate, Association Benefit Services, members of the Ohio Small Business Association are able to obtain high quality employee benefit programs at group rates. |
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Cindy Mild,
EA Tax Planning for individuals, closely held businesses and teaches clients the tax advantages of having a home based business. Cindy has over 10 years as a tax practitioner teaching people how to utilize current tax law to reduce tax liability. She believes that tax planning is the key to reducing tax liability - not tax preparation. |
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Joyce C. Smith, CPA, EA Certified Public Accountant (CPA), Enrolled Agent (EA), Member in good standing of the Association of Independent Certified Public Accountants, Ohio State Certified Public Accountants, National Enrolled Agents and Ohio State Society Enrolled Agents. 26 years experience in business and personal taxation. |
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Susan Thomas, CPA Certified Public Accountant (CPA), Member of the National Association of Tax Professionals and the National Society of Tax Professionals. 16 years experience in taxation, specializing in reducing taxes for businesses and individuals and provides cash flow management. |
Attorneys
& Legal:
Volunteer legal counseling is available.
However the Ohio Bar policy does not allow us to publish our attorney
referral list. Through the EAFP program, contact us to get the help
you need. We serve as a "quarterback" to assist you in getting
help regarding legal matters.
These professional volunteers provide free counseling through your Member/Employee Assistance Financial Program (EAFP/MAFP). To take advantage of the services on our volunteer advisors, go to the EAFP/MAFP section of this program and make your request for a free consultation. There is absolutely no cost or obligation to take advantage of a one-hour consultation with a volunteer. This free service is paid for by your employer or organization. All advisors are independent business professionals.
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