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Start for FreeShawn Dugan
Board Member, N E Florida @American Diabetes Association
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WORK HISTORY
Board Member, N E Florida @American Diabetes Association
Currently Serve in this capacity
EDUCATION
Covey Leadership Center
Certificate of Graduation, The Seven Habits of Highly Effective People
PMC National IRA Conference
Certificate of Professional Development, Advanced Proficiencies in IRAs
College of Business
Undergraduate in Business Management
PMC Regional Advanced IRA Studies
Certificate of Professional Development, Proficiencies in IRAs
Johnson & Wales University
Bachelors, Culinary Arts
Society of Certified Senior Advisors
CSA
Johnson & Wales University
Bachelors, Food Service Management/Hotel Restaurant Management
ABOUT SHAWN DUGAN
At Agency 65 our mission message to the clients we serve is foremost relationship building and servicing our clients and to the community we serve. Agency 65 is an innovative full service insurance, and financial services organization geared toward helping our boomer and small business owner population to help them manage and achieve their financial goals in pre-retirement & retirement. Specialties: Services include an unbiased/holistic approach to Insurance and Financial Services that include consultations on: Retirement Planning Strategies, Income Distribution for Retirement, Risk Protection for Privately-Held Businesses, Medicare/Social Security Planning, IRA\'s, Life Insurance, Annuities, Long-Term Care.*Shawn Dugan is a Registered Representative with and offering Securities through LifeMark Securities Corp. Member FINRA/SIPC Branch Office: 3530 SE 31st Terrace, Ocala, FL 34471Tel Please look at the website section above for links to FINRA.org and SIPC.org for additional information*Third-party posts may not reflect the views of LifeMark representatives, advisors or the firm and have not been reviewed for completeness or accuracy
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