CAREER EXPERIENCE AND TRAINING
 

Prior to forming The Apex Group in 1986, Mr. Smith’s career encompassed a wide spectrum of activities giving him broad resources to bring to his current position. He has trained people in all aspects of financial planning, including fee-based planning as well as provided individual training in the areas of investments, life and health insurance, and retirement counseling.

Mr. Smith has taken extensive training courses including The Summit (an advanced financial planning, estate planning, and business school at The American College in Bryn Mawr, Pennsylvania).  He has additional training in the areas of Advanced Marketing, Business Insurance, Qualified Retirement Plans, Financial Counseling, Financial Planning, Retirement Counseling, Risk Analysis, Disability Income Protection, and Long Term Care Alternatives. 

He has been a guest on several occasions on  “Your Estate Matters,” a locally sponsored radio talk show.  Mr. Smith is also a long term care specialist and gives seminars on how to retain assets and maintain lifestyle in the event of long term care needs.  He has been endorsed by the Oregon Lions Club to provide long term care seminars to their members.  Mr. Smith also hosts complimentary “Retirement Needs” seminars throughout the Pacific Northwest.