FRANCIS MESINA MBA, LUTCF
There are very few decisions we make as an adult that does not involve money. And when one finances are under control, it has a multiplying effect that benefits many areas of a person’s life. Prior to his practice as a broker and Registered Representative for NYLIFE Securities LLC, Member FINRA/SIPC, Francis Mesina worked in 401(k) plan management and pension calculations for his clients who were among the Fortune 200. As a Registered Representative he concentrated his practice on developing financial strategies for executives and families. Francis is now a Partner at the oldest, largest, and highest-rated mutual financial services and insurance company in the U.S. and Fortune’s “World’s Most Admired Company”. He is an itinerant speaker, licensed pastor, husband and father of five children.
PERSONAL PLANNING TOPICS:
- Estate Conservation
- College Funding
- Retirement Planning
- Long-Term Care Planning
- Charitable Giving
- Insurance Planning
- IRA Funding & investments
BUSINESS PLANNING TOPICS:
- Buy-Sell Funding
- Deferred Compensation
- Executive Bonus
- Business Continuation Planning
- Voluntary Payroll Deduction Programs
- Qualified Plan Funding (SEPs, Keoghs, 401(k)s, Pensions)
ASSOCIATIONS & ACHIEVEMENTS
- Partner of the Year 2010
- A Gathering of Eagles 2009
- Partner at New York Life (2009 to present)
- Registered Representative through NYLIFE Securities, LLC, member FINRA/SIPC (2004-2009)
- Registered member of the National Association of Insurance and Financial Advisors (NAIFA)
- Registered member of Kingdom Advisors (Fellowship of Christian Financial Advisors, 2006-present)
- Certified Money Map Coach through Crown Financial Ministries (2004 to present)
- Adult Ministries Pastor at Faith Alliance Church in Des Plaines, IL (2008 to present)
- Coordinator of Stewardship Ministries at Harvest Bible Chapel in Rolling Meadows, IL (2006-2008)
- EM Pastor of Petra Church in Northbrook, IL (2000-2006)
- NYLIC Executive Council (2005-2009)
- NYLIC Community Impact Leader (2007)
- NYLIC Illinois Agent of the Year (2006)
Frank will give the following 4 workshops.
1. A talk on money in the bible to set precedence for the remaining sessions
2. A seminar on biblical stewardship
3. A seminar on practical applications
4. A seminar on shrewdness and savings & investing
