2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
John McGuire
Meet John McGuire:
With over 37 years of industry experience, John McGuire has been helping employers, financial advisors and consultants implement proven strategies that help them plan and effectively manage their ever-increasing role of...
ABOUT JOHN
Meet John McGuire:
With over 37 years of industry experience, John McGuire has been helping employers, financial advisors and consultants implement proven
strategies that help them plan and effectively manage their ever-increasing role of responsibilities within the qualified plan marketplace.
John is experienced at integrating strategies to help employer and advisors improve retirement outcomes for employees. These types of strategies are used with the following types of employers:
- Governmental Employers (401a and 457b)
• Non Profit Employers (401a, 401k, 403b, and executive 457b)
• Hospitals (401a, 401k, 403b, and 457b)
• For Profit Employers (401k, profit sharing, defined benefit, and ESOP)
• Professional Employers (401k, profit sharing, defined benefit, and cash balance)
John is a frequent speaker and lecturer to the retirement industry. John also travels around the state and is registered with the State of Florida to provide continuing education for CPA’s and Attorneys.
John and his wife Donna have resided in Lakewood Ranch, FL for the past 12 years and before that resided in the northern suburbs of Chicago for 20 years.
Distinctions:
Past President of Florida West Coast Employee Benefits Council and At Large Board Member (FWCEBC) - (2015 – Present)
Accredited Investment Fiduciary (AIF) from Fiduciary 360 (2006 – Present)
Financial Stewardship Chairman and Elder of Lakeland Evangelical Free Church (2001-2010)
