B2DB — Who said what, where, and when

Jamie Farmer

Managing Partner, Financial Strategies Group, LLP

As a Partner with FSG since 2008, Jamie has experience helping financial advisors meet the needs of their high net worth clients and business owners. Jamie presents concepts to advisors to give them the tools necessary to plan for their client’s retirement, estate plan, and long-term care needs. He delivers presentations on concepts such as IRA maximization, farm easement and corporate owned life insurance for high end individuals. Jamie is a Certified Life Underwriter (CLU), Accredited Estate Planner (AEP), Chartered Advisor in Philanthropy (CAP), Chartered Financial Consultant (ChFC), Non-qualified Plan Consultant (NQPC), Certified Long-Term Care specialist (CLTC), Certified Exit Planning Advisor (CEPA), and holds life, accident and health licenses.

Events Jamie Farmer has spoken at