Distinguished
Accredited Estate Planners®
  
Award received September 2005
Donald Ray Haas, CLU, ChFC, CFP® , RFC, MSFS
Registered Financial Gerontologist

Don Haas is president of Haas Financial Services, Inc., a Registered Investment Adviser, and Haas Financial Products, Inc., a Broker-Dealer, located in Southfield, Mich. He is a financial consultant in practice since 1956 and was recently cited by Worth magazine as one of the "300 Best Financial Advisors in America."

Haas, who served on the Society of Financial Service Professionals' National Board of Directors from 1991 to 1993, also served as its Detroit Chapter's president. He currently serves on the Board of Advisors for the American Institute of Financial Gerontology. He is a 30-year member of the Million Dollar Round Table and has received the prestigious National Quality Award for 33 years. He has been an adjunct instructor in Financial Planning at Lawrence Technological University and served on the CFP Board of Practice Standards. He served on a Curriculum Review Committee for Bryn Mawr, Pa.-based The American College and on an Examination Review Committee for the CFP Board of Standards.

Since 1986, Haas has authored a monthly client newsletter, Money Monitor, and has written two books, Financial Planning For The Baby Boomer Client (1998) and Money Forever (2002). He is a columnist for the National Association of Insurance and Financial Advisors' magazine, Advisor Today, has articles published in the Journal of the Society of Financial Service Professionals, and served as author of the bi-monthly newsletter, Financial Monitor, from 1990 to 1997 for the Society of Financial Service Professionals. In 1999, he hosted the weekly two-hour CBS radio show, "Financial Fitness with Don Haas." He has also served as an expert commentator on local Detroit Fox-TV.

Haas is an international speaker on financial planning topics with special emphasis on retirement and aging issues. In 2000, he presented workshops across the United States, and in 2003 spoke to an audience of over 2,000 at the Asia Pacific Life Insurance Congress in Singapore where his message was positively received. He has co-presented the popular workshop, "Health and Wealth", with Dr. Fred Stransky. This workshop's theme involves how and why to live a long time in relative good health, and how to make your money last as long as you do.

Additionally, Don has spoken to many professional associations including the American Society on Aging, Million Dollar Round Table, Institute for International Research, Financial and Estate Planning Council, Financial Planning Association, National Association of Insurance and Financial Advisors, International Association of Registered Financial Consultants, and more than 20 chapters around the country of the Society of Financial Services Professionals, as well as at its National Conferences, video teleconferences, and Keeping Current Clinics.

Haas was recognized for his multitude of contributions to the financial planning industry as the 2001 recipient of the Loren Dunton Award. Mr. Dunton is known as the "father" of financial planning. In 2002, Haas was inducted into the Michigan Insurance Hall of Fame, and in 2003 became a Registered Financial Gerontologist.

After graduation from the University of Michigan, Haas joined the trumpet section of the Detroit Symphony Orchestra, a position he held for twenty years. During most of those years, he developed his financial planning career, and since retiring from the DSO in 1973, has devoted his full time to the financial services profession. He lives in Birmingham, Mich.

He holds a Bachelor of Music degree from the University of Michigan, a Master of Education from Wayne State University and a Master of Science in Financial Services from The American College.

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