EDUCATORS RETIREMENT PLAYBOOK - Key Persons
Adam Carlat is a co-owner of One2One Wealth Strategies, a PlanMember Financial Center located in Glendale, Arizona. He holds Series 7, 63 and 65 securities licenses, as well as a life and health insurance license. After graduating from Northern Arizona University with a Bachelor of Science degree in Finance, he made it his personal mission to make a difference in the lives of others through financial education and retirement planning. To that end, he earned one of the top designations in the industry, Chartered Retirement Planning Counselor (CRPC®), from the College for Financial Planning.
Having a business built on hard work and best practices, Adam believes that it is essential to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. He knows that one of the biggest challenges we face in life is planning for our retirement and financial future. By cultivating long-term relationships and committing to exceptional service and personalized advice, Adam strives to provide fully customized investment services to meet the unique needs of a wide range of individuals.
Some of the services that Adam offers include:
• Retirement planning & portfolio management
• 401(k) and 403(b) rollovers
• Corporate retirement planning
• Estate planning strategies
• Life insurance & long-term care insurance
• Education planning
Dedicated to giving back to his community, Adam is on the Board of Directors of multiple nonprofit organizations. He loves spending free time with his daughter and is also an avid sports fan. When away from the office, Adam can often be found somewhere outdoors, usually playing basketball, golfing, hiking or biking.
"I offer my clients a high level of support and ongoing dialogue, including regular portfolio reviews. I thoroughly explore objectives and preferences, paying special attention to risk tolerance, time horizon and goals. With this information, I develop a wealth management plan that is tailored to achieve the specific needs, goals and objectives of each individual client." - Adam Carlat
Dr. Edwin Dawson, Ph.D. has been in education for over 30 years and creates course materials as well as directs and produces content. His teaching experience spans 4th grade to graduate students and his administrative experience ranges from being the Diving rector of Research in a tribal college, to Executive Director of Federal Programs and Research in a Pre-K to 12 district in the Southwest Sunnyside Unified School District. Dr. Dawson enhances Educators Retirement Playbook's site content by viewing all material from the perspective of the educator and lends his expertise on how people learn.
Job Titles:
- Leader in Technical Development
Dr. Mark Adkins, Ph.D. is a leader in technical development as well as collaboration and e-learning. As the Director of Research at the Center for the Management of Information at the University of Arizona, he orchestrated large scale multi-million dollar research projects around the globe with industry, government departments and agencies. Mark now owns AK Collaborations, LLC and is improving organizations with efficient operations through collaboration. Mark earned his degree from the University of Arizona in Communication and Information Systems. Dr. Adkins provides considerable knowledge in the delivery of curriculum to our effort.