Executive Vice President & National Sales Manager
(425) 451-7722 ext. 3955
Sylvain has established a reputation over the past 18 years within the independent broker/dealer community with his knowledge of a wide range of investment products through workshops for Investors & Financial Advisors, as well as, continuing education seminars for CFPs and CPAs. Equipped with an MBA in Finance, the AIFA® and BFA® designation, Sylvain continues to assist financial professional and their clients in understand the fiduciary responsibilities held by employers offering retirement plans as well as the “new normal” responsibilities that employees now have in governing their 401(k), 403(b) or 457 accounts.
B.S., Business, California State University, Fresno
M.B.A., Finance, California State University, Hayward
AIFA® – fi360
May 5th, 2021 | Season 3 | 35 mins 47 secs
finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement
This is the final episode in our 3 part series that helps listeners focus on simple ways to start thinking like you are a retiree in your 40’s & 50’s, so that you can take advantage of your best asset - TIME. In this episode, Matt has the chance to interview Sylvain Templeman, Executive Vice President and National Sales Manager of The Pacific Financial Group. They go into detail about the concept of turning all, or some, of your 401(k) into a self-directed fund that gives Investors so many options they are not used to taking advantage of with their current Custodian. What is great about this episode is how Sylvain takes the time to explain how he brings so many other retirement options “to the table”; and, he explains how almost everyone with a 401(k) can take advantage of this opportunity. It's important to think of how this style of investing in your 40’s & 50’s can provide with all types of alternatives that keep you involved with your allocation, and diversification options, a good 10-20 years before you have to retire and start wondering what you are going to do at that time to make your money last.