Jeffrey Cutter

Instructor @Cape Cod Community College

Mansfield, MA, US
EMAILS
j•••@cutterfinancialgroup.com
MOBILE NUMBERS
+15•••••••03

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WORK HISTORY

Mar 2013 — Present

Instructor @Cape Cod Community College

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Hyannis, MA, US

Rejuvenate Your RetirementMaking sure you don’t outlive your money is one of the most important issues in post-retirement planning.In this 2 Day Course you will learn how to….Identify the primary threats to your retirement savingsPlan your retirement income to preserve a comfortable lifestyleAfford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learningAlign your investments with you attitudes, risk tolerance and objectivesApply strategies designed to increase Social Security retirement benefitsCalculate whether you should convert your IRA to a Roth IRAMaximize tax efficiency of withdrawals from mutual funds and IRAsEvaluate and plan for health care, long-term care, incapacity and end of life decisions We are now offering both Pre-Retiree and Retiree classes. REGISTER NOW for our upcoming classes in 2014. Reserve your spot today! Call (50••••••75- See more at: http://cutterfinancialgroup.com/events/

EDUCATION

1993 — 1994

D'Amore-McKim School of Business at Northeastern University

Master's Degree, Accounting

1985 — 1989

Massachusetts Maritime Academy

BS, Engineering

1993 — 1994

D'Amore-McKim School of Business at Northeastern University

Master of Business Administration (M.B.A.)

SKILLS

InsuranceTerm Life InsuranceDisability InsuranceRetirement PlanningCollege Funding StrategiesActive Investment ManagementSocial SecurityAchieving ResultsRetirementFinancial AdvisingLong Term CareStrategic Financial PlanningComprehensive Retirement PlanningStart-UpsEd Slott Elite AdvisorLife InsuranceFiduciaryTeam LeadershipWealth CreationCpaFixed AnnuitiesEstate PlanningLeadershipEmployee BenefitsWealthAsset ManagementSmall BusinessLong Term Care InsuranceMoney Management SystemsEstate ConservationLong-Term CarePersonal Financial PlanningHealth InsuranceInvestment StrategiesInvestmentsCertified Public AccountantSales ManagementIrasPersonal Financial SpecialistWealth Preservation Planning

ABOUT JEFFREY CUTTER

Jeff graduated from the Massachusetts Maritime Academy in Buzzards Bay, Massachusetts with a Bachelor of Science (BS) in Marine Engineering in 1989. After graduation, Jeff had a successful career as an Officer in both the U.S. Merchant Marine and the U.S. Naval Reserves.In 1993, Jeff received a sponsorship from KPMG Peat Marwick to attend the executive program at the D\'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts. In twelve months he graduated with distinction, earning both a Master of Business Administration (MBA) and a Master of Science (MS) in Accounting.Jeff began his financial and tax career in 1993 at KPMG Peat Marwick in both Providence, Rhode Island and Boston, Massachusetts. He started Cutter Financial Group, LLC in 2006 and now has offices in Mansfield, Falmouth, Duxbury, and Southlake, Texas. Cutter Financial Group, LLC is an SEC Registered Investment Advisory firm.

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