May 11-13, 2010
Day 1: Looking Over Long-Term Care Insurance
Day 2: Examining Estate Planning and Estate Taxation
Day 3: Analyzing Annuities and Retirement Finances
(Choose either 1-3pm OR 7-9pm)
Location:
Historic Peterson-Dumesnil House
301 South Peterson Avenue
Louisville, KY
Reservations Required
502-897-0021 - (24hrs)
For more information, check out our postings on Facebook and LinkedIn.
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Randy Deaton
Office Open Since: September 2009
Location: 119 South Sherrin Ave., Suite 110
Louisville, KY 40207
Phone: 502-897-0027
How Deaton Got Started With APG…
American Prosperity Group franchisee Randy Deaton graduated from Bowling Green University with a degree in Business Administration and a specialization in Finance. While working at his new commercial banking career in 1989, Randy simultaneously pursued and obtained a MBA degree from the University of Dayton. For 14 years, Randy worked in commercial banking but always had an entrepreneurial spirit. So in 2003 he traded in his banking “hat” to pursue his dream of assisting individuals in his community with their financial needs. It was during this time that Randy discovered most of the clients he worked with were unprepared for retirement. If he could partner with a premier organization that specialized in retirement and estate planning he would be able to maximize the benefits he could provide his clients.
How Deaton Discovered APG…
Randy was intrigued by the American Prosperity Group concept because as he says: “There is no other franchise out there like it. It’s the only retirement and estate planning franchise in the country!” When Randy met Mark Charnet, the founder of American Prosperity Group, he was introduced to the Trinity Method of Investing. The Trinity Method is an APG copyrighted investment discipline specifically designed to achieve every retiree’s goals of income for life, liquidity, safety of principal, growth and tax advantages. Excited about this innovative method of investing, Randy knew that if he combined his financial skills with the experience and expertise of APG’s national organization, his clients would benefit greatly.
Experience has shown Randy that there are pros and cons to working within financial corporations. While the product offerings of a corporation can be beneficial to clients, in many cases it may not have the ideal answer for a particular customer’s situation. “As we all know, sometimes a square peg is not best for a round hole,” he says, “I certainly found that to be limiting in my banking career. The beauty of APG is that we aren’t limited to providing one particular set of company products. We literally represent dozens of quality companies and are constantly searching the market for the best products to meet our customer’s needs. I like the flexibility this provides in maximizing my clients retirement dreams.”
Something Interesting About Deaton’s Story…
Randy was born 100 miles up the road in Cincinnati but he’s lived in the Cherokee Triangle area of the Highlands for over 15 years. “I love Louisville,” says Randy, “its accessibility combined with its unique restaurants and wonderful art scene makes this an ideal place to call home.” Randy has volunteered his time to Big Brothers, Big Sisters and Brooklawn Child and Family Services. He is also the local Chapter President of the Society of Financial Awareness (SOFA), a non-profit organization chartered ‘to end financial illiteracy one community at a time’.
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