Experience

• 

  Retirement Education Resource Center of North America, Inc.

  • Dedham, Massachusetts

  • Founder and President

    • 2015 - Present
    • Dedham, Massachusetts

    The Retirement Education Resource Center of NA (RERCNA.com) is a financial educational/awareness resource company. We are members of the Association of Financial Educators(AFE), a direct affiliate of the federal Consumer Financial Protection Bureau. AFE is a volunteer group of financial professionals that work through human resource groups and departments to educate and provide resources to employers and their employees.RERCNA is also partnered with the Florida Department of Financial Services with our ThinkSmartz program. ThinkSmartz provides information to individuals that want to learn about car insurance, budgeting, credit reports/scores etc.RERCNA published Positioning 4 Retirement, an interactive book with its website www.positioning4retirement.com in 2015. The objective is to assist individuals to understand the consequences of qualified and non-qualified money when they retire. It also addresses options to offset the consequences and presents results from three case studies.RERCNA also hosts educational, oftentimes offering CE and CPE credits to perspective professional.

• 

  M. Cardoza Insurance, Inc.

  • President

    • Aug 2004 - Present