GRAND RAPIDS, Mich. (WOOD) — A West Michigan financial planner, fired from a brokerage firm for taking loans from clients, continues to sell his retirement planning skills through invitation-only seminars.
“The worst thing you can do is end up in retirement thinking you have it all figured out and finding out that you don’t,” Jaime Westenbarger told a room of 20 or so prospective clients at a northeast Kent County restaurant Tuesday evening.
“I have an office downtown that you’re welcome to come to,” Westenbarger told the room.
What the guests likely didn’t know: the 42-year-old from Ada is focusing on retirement and asset protection planning because he can no longer sell, nor advise, clients on securities.
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