Financial Planning for Teachers : The Lesson Plan for Your Financial Future

Financial Planning for Teachers provides teachers, administrators, and other educational professionals with just the right amount of financial literacy to know what’s important in planning for the future.

Written by Eric Nichols, CFP®, ChFC® CLU®, RICP®, a financial professional who has spent the past ten years helping teachers and their families with their financial strategies, this book is here to guide you through the personal finance landscape.

Over his many years of working with teachers with just about every imaginable financial condition, family situation, and set of goals, Nichols has recognized a common theme: while teachers are generally very intelligent and caring individuals who know they need to plan for their futures, they typically prefer to have someone they trust handle it for them. The challenge, as they see it, is finding someone who will put their best interests first.

Presenting all the essential information in a light, conversational tone, this easy-to-use educational tool is designed to help you work with your financial professional and carve out your path to financial prosperity.

Whether you’re just getting started in your planning or you’re closer to retirement, you’ll come away better able to meet your particular needs.

Eric Nichols, CFP(R), CLU(R), RICP(R), CRPC(R), started his career in financial services in 2003, when he was recruited by AXA Advisors, LLC. With his focus on educators and their families, Nichols has built a client base that includes multiple generations of family members. Because many of the spouses of his teacher clients are business owners, physicians, attorneys, and corporate executives, he is also well versed in the planning needs of other professionals.

Nichols holds a finance degree from Villanova University and is a CERTIFIED FINANCIAL PLANNER TM professional, a Chartered Life Underwriter, a Retirement Income Certified Professional, and a Chartered Retirement Planning Counselor.

Nichols is the president of Educated Wealth Strategies, a comprehensive wealth management firm focused on the needs of teachers and their families, and he is recognized as one of the most successful financial professionals in the country.

He lives in the greater Philadelphia area with his wife and two sons.