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Last Update

2016-05-29T00:00:00.000Z

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Background Information

Employment History

President
National Association of Insurance and Financial Advisors

President
NAIFA-New Hampshire

Affiliations

Founder
Affinity Investment Group LLC

Member
Million Dollar Round Table

Co-Founder
Retirement Security Centers

Member
Financial Planning Association

Member
Society of Financial Service Professionals

Year MDRT Member
Court

Education

Bachelor of Science

Web References (190 Total References)


August 2012 BY: GREGORY B. ...

www.insurancenewsnetmagazine.com [cached]

August 2012 BY: GREGORY B. GAGNE

Know the client's Strengths, Weaknesses, Opportunities and Threats even before the first meeting.
...
Gregory B. Gagne, ChFC, is an 11- year MDRT member with four Court of the Table and two Top of the Table honors. He is the owner of Affinity Investment Group, LLC, in Exeter, N.H., and is past president of NAIFA New Hampshire. For additional information, [email protected].


Affinity Investment Group, LLC | Helping families create, preserve and manage finances

www.affinityinvestmentgroup.com [cached]

Submitted by Greg Gagne on Thu, 09/10/2015 - 3:31pm

Greg was recently in New Orleans Louisiana speaking before about 9,000 attendees from over 70 countries! His talk was called "It's About Time" which was several of his life/work/balance strategies he uses to balance his work life with his family life. It was an honor to share these ideas with some of the best financial professionals across the globe!
Read more about MDRT Speaks -New Orleans, La
National Speaking Engagements Submitted by Greg Gagne on Wed, 04/08/2015 - 7:00am
Greg recently spoke for the National Association of Insurance and Financial Advisors on a tour through Louisiana. He spoke in Shreveport,Lafayette, Baton Rouge and New Orleans. What a great experience and opportunity to share with fellow advisors!
Read more about National Speaking Engagements
National Association of Insurance and Financial Advisors - Main platform Speech Submitted by Greg Gagne on Mon, 09/15/2014 - 7:26am
Greg was recently in San Diego speaking before 1,500 attendees from across all 50 states! His talk was on his "Top 5 Habits for long term success in Business and in Life. It was an honor to make a difference in the lives of his fellow colleagues.
Read more about National Association of Insurance and Financial Advisors - Main platform Speech
The Five-Year Financial Plan Submitted by Greg Gagne on Sat, 02/22/2014 - 11:46am Use it to help clients protect their money and achieve their desired lifestyle.
By Gregory B. Gagne, ChFC
...
An Article on Financial Planning by Gregory B. Gagne, ChFC and Peter Willcox, Jr.


Founder and Managing Member | Affinity Investment Group, LLC

www.affinityinvestmentgroup.com [cached]

Founding Member of Affinity Investment Group, LLC Gregory B Gagne, ChFC

Greg founded Affinity Investment Group, LLC an investment advisory form registered with the SEC, to offer wealth management and distribution-planning services for retirees or those planning to retire.
After earning his Bachelor of Science, a dual degree in economics and finance, from Bentley University in 1991, Greg became a Chartered Financial Consultant in 2001. This came upon completion of courses in estate planning, financial planning, business planning, income tax,and retirement and pension planning through the American College.
Greg is past president of New Hampshire's chapter of the National Association of Insurance and Financial Advisors, having served previously in several capacities on its board. He was awarded the "Distinguished Financial Advisor Award" in 2008.
Greg has garnered national exposure in professional trade magazines on practice management and planning issues and is also a sought-after speaker on these subjects. He is co-author of the books Asset Protection and Retirement in New Hampshire, Asset Protection and Retirement in Massachusetts, and Trusts for the Average Person: The Optimum Estate Plan.
He resides in Candia, New Hampshire with his wife and three children.


News | Affinity Investment Group, LLC

www.affinityinvestmentgroup.com [cached]

Submitted by Greg Gagne on Thu, 09/10/2015 - 3:31pm

Greg was recently in New Orleans Louisiana speaking before about 9,000 attendees from over 70 countries! His talk was called "It's About Time" which was several of his life/work/balance strategies he uses to balance his work life with his family life. It was an honor to share these ideas with some of the best financial professionals across the globe!
Read more about MDRT Speaks -New Orleans, La
National Speaking Engagements Submitted by Greg Gagne on Wed, 04/08/2015 - 7:00am
Greg recently spoke for the National Association of Insurance and Financial Advisors on a tour through Louisiana. He spoke in Shreveport,Lafayette, Baton Rouge and New Orleans. What a great experience and opportunity to share with fellow advisors!
Read more about National Speaking Engagements
National Association of Insurance and Financial Advisors - Main platform Speech Submitted by Greg Gagne on Mon, 09/15/2014 - 7:26am
Greg was recently in San Diego speaking before 1,500 attendees from across all 50 states! His talk was on his "Top 5 Habits for long term success in Business and in Life. It was an honor to make a difference in the lives of his fellow colleagues.
Read more about National Association of Insurance and Financial Advisors - Main platform Speech
The Five-Year Financial Plan Submitted by Greg Gagne on Sat, 02/22/2014 - 11:46am Use it to help clients protect their money and achieve their desired lifestyle.
By Gregory B. Gagne, ChFC
...
Greg Gagne (4)


Greg Gagne's Blog | Affinity Investment Group, LLC

www.affinityinvestmentgroup.com [cached]

Greg Gagne's Blog

...
Submitted by Greg Gagne on Thu, 09/10/2015 - 3:31pm
Greg was recently in New Orleans Louisiana speaking before about 9,000 attendees from over 70 countries! His talk was called "It's About Time" which was several of his life/work/balance strategies he uses to balance his work life with his family life. It was an honor to share these ideas with some of the best financial professionals across the globe!
Read more about MDRT Speaks -New Orleans, La
National Speaking Engagements Submitted by Greg Gagne on Wed, 04/08/2015 - 7:00am
Greg recently spoke for the National Association of Insurance and Financial Advisors on a tour through Louisiana. He spoke in Shreveport,Lafayette, Baton Rouge and New Orleans. What a great experience and opportunity to share with fellow advisors!
Read more about National Speaking Engagements
National Association of Insurance and Financial Advisors - Main platform Speech Submitted by Greg Gagne on Mon, 09/15/2014 - 7:26am
Greg was recently in San Diego speaking before 1,500 attendees from across all 50 states! His talk was on his "Top 5 Habits for long term success in Business and in Life. It was an honor to make a difference in the lives of his fellow colleagues.
Read more about National Association of Insurance and Financial Advisors - Main platform Speech
The Five-Year Financial Plan Submitted by Greg Gagne on Sat, 02/22/2014 - 11:46am Use it to help clients protect their money and achieve their desired lifestyle.
By Gregory B. Gagne, ChFC
...
Subscribe to Greg Gagne's Blog
...
Greg Gagne (4)

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