Member Directory

Region (Marketing): Southeast Michigan Prefix: First Name: Wendy Last Name: Potter Suffix: Title: Executive Vice President Company Name: Society for Lifetime Planning Website: Business Mission: I am a specialist in helping maximize your retirement income. Phone: 248 952-1744 Email: wendy@lifetimeplanning.com Address 1: 1111 W. Long Lake Road, Suite 300 Address 2: Suite 170 City: Troy State/Province: MI Zip: 48098-____ Country: United States of America Occupation: Financial Services Industry: Financial Services LinkedIn: https://www.linkedin.com/in/wendy-potter-00b71910/ Facebook: Twitter: Educational Education: Central Michigan University - Bachelor Degree, Finance & Accounting
The American College - Chartered Life Underwriter Memberships, Board Positions, etc.: I serve as co-director of Lifetime Planning Women's Program, which provides financial, educational, and social programs specially designed for women over 50. The goal is to help women move forward with confidence. Her Personal Side: I am the proud mom of two adult children who live in Brooklyn, NY & Nashville, TN. When I am not working with clients, I enjoy exploring old and new places in Detroit, outdoor activities; walking, golf, boating and traveling. Something you should know: I have been a financial advisor for 30 years. I specialize in working with professional females, physicians and engineers in the automotive/supplier industry, with a primary focus on helping families achieve their financial goals through proper planning (and utilizing risk management tools). I am proud to have helped several families across 2 and 3 generations. Most People Don't Know: As a frequent presenter, I provide ongoing educational programs at metro Detroit hospitals to help physicians pursue financial success. Additionally, I have hosted programs for INFORUM and other organizations that addressed women's special needs when planning for retirement. Words of Wisdom: Turn adversity into opportunity. When life is scary, be brave. Better days are ahead.