Michael E. Callahan, FSPA, EA, CPC, RMA®, CWS®
Financial Consultant
Received the Harry T. Edison Founders Award* in 2007 for lasting influence on the private pension system
Enjoys hiking, biking and yoga
Has written several books including A Dad’s Guide to His Son’s Life Journey
72 Queen Street, Southington, CT 06489
Direct Phone: 860-863-4155
Fax Line: 860-329-0304
Email: [email protected]
Michael Callahan is a Financial Consultant with CCR Wealth Management. With more than 45 years of experience in the pension field, he shares his extensive knowledge of retirement planning options with CCR Wealth’s corporate and individual clients. Michael is a Registered Representative with Cetera Advisors LLC, and is Series 7, 24, 63 and 65, life, variable annuity, and health insurance licensed. Michael was the former owner and president of Edu4Retirement, Inc., a financial servicing firm specializing in planning and investing for retirement, and he is also a Principal with Retirement Plan Advisory Services, LLC.
A Fellow in the American Society of Pension Professionals & Actuaries, Michael is a Certified Pension Consultant, a Retirement Management Advisor® with the Investment and Wealth Institute, and a Certified Wealth Strategist® with the Cannon Financial Institute. Michael has provided expert witness testimony before the U.S. Department of Labor, the House Ways and Means Committee, the Senate Finance Committee and the Internal Revenue Service. A past President of the American Society of Pension Professionals & Actuaries, he has served on the Board of Directors for the American Academy of Actuaries and American Society of Pension Professionals & Actuaries.
Michael actively speaks and writes about retirement and pension planning and co-authored the Defined Benefit Answer Book. He is a contributory author to the American Institute of Certified Public Accountants CPA Guide to Retirement Plans for Small Business. Michael has served on the Actuaries/Consultants Board of Directors for the U.S. Chamber of Commerce, and on numerous boards of directors including the Board of Directors for Wheeler Clinic and the Cheshire/Southington YMCA. He was the 2007 recipient of the Harry T. Edison Founders Award*, a lifetime achievement award given by the American Society of Pension Professionals and Actuaries to individuals whose contributions make a lasting, positive influence on the private pension system.
He enjoys spending time with his family, hiking, biking, swimming, playing golf, practicing yoga and reading.
*Michael E. Callahan won the 2007 Harry T. Eidson Founders Award issued by ASPPA. The award is divided into two categories: one may be awarded to an ASPPA member and another to an individual not affiliated with ASPPA, honoring both for their significant impacts on ASPPA and the retirement system. The selection of recipients is made each year by the ASPPA Leadership Council from a pool of nominated candidates, provided there are nominees who meet the criteria. Nominations are welcomed from the ASPPA membership. The contribution must be consistent with ASPPA's mission and should have a lasting, positive influence on ASPPA or the private workplace retirement system. The contribution may be current, one that spanned many years, or one made years ago from which ASPPA or the private workplace retirement system benefits today. The contribution should be a result of time devoted above and beyond reasonable expectations and not a result of time spent primarily for personal gain. The contribution may have been made and/or recognized on a national or regional level; however, publicity is not a criterion. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Registered Representative: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 72 Queen Street, Southington, CT 06489. Phone: 508-475-3880.