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Mr. Chalk is a co-author of "How To Build a Successful 401(k) and Retirement Plan Advisory Business." Mr. Chalk has over 30 years experience in the financial industry, has been recognized as one of the 300 Most influential Advisors in Defined Contribution by the 401(k) Wire and has also served as consultant to a global consultancy and Fortune 500 Companies. Mr. Chalk holds the Accredited Investment Fiduciary Analyst™ designation from the University of Pittsburgh, Katz Graduate School of Business, Center for Fiduciary Studies, and degrees from The American Institute of Banking, The Kentucky School of Banking and The National Trust School. He has served as adjunct faculty to the Finance Department at Northern Kentucky University where he was awarded a professional development stipend for the establishment of The 401(k) Advisory Index. Mr. Chalk has also served on the faculty of the Midwest Trust School and has served on the Social Security Choice.org Advisory Board. Mr. Chalk was a founding board member of the National Association of Independent Retirement Plan Advisors and has served as Co-chair of the ASPPA 401(k) Sales Summit. Mr. Chalk obtained his Masters and Bachelor of Business Administration Degrees from Central Michigan University. Mr. Chalk also obtained an Associate of Applied Science Degree from Northern Kentucky University. Mr. Chalk has addressed business leaders and governmental and social policy makers in Africa, Asia and Europe and has appeared as a featured guest on business broadcasts and CNN. |
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