Subject: Bio
Date: Mon, 16 Oct 2000 18:35:02 -0500
From: <[email protected]>

Jun.  1958  ---  Assigned to a Security Service Officers Intelligence Course, March AFB,   Riverside, CA.

Apr. 1959 ---    Hq 64tth Air Division, Pepperell AFB, St. John, Newfoundland.  As a Special  Security Officer, a liaison between the Local Commander and Security Service.  Our office was located in a vault, with a vault door as an entrance.

Side note.  As you will recall, at about the same time that we received our commissions, the Air Force announced a policy that it wanted all their officers to have  a college degree.  (Thus, the end of  OCS)  At that time, I had a year of college, so I began taking courses in the evening.

Jun. 1960 ---    With the closure of Pepperell AFB, I closed the Special Security Office there, and was transferred to McChord AFB, Tacoma, Washington, to oversee the construction of and subsequently operate a Special Security Office there. During this time, I enrolled in the Evening Division of the University of  Puget Sound  and continued courses.  In 1963, I applied for a Bootstrap  Assignment to the  University and completed my Bachelor�s Degree.

Side note: I was still a Reserve Officer.  I applied for Regular but got no  response. So I had a separation date of December, 1971 to keep my eye on.

Jun. 1964 --- Transferred to 3^rd Air Division, Guam, at another Special Security Office.   This was a two year tour, but since my family was there and liked the  Assignment, we extended  for another year.  I was trying to time it so that  when we returned to the States, there would not be enough time left for another overseas assignment.

Jun. 1967 --- Transferred to Security Service HQ at Kelly AFB, San Antonio. TX.  With my eye on my approaching retirement, I enrolled in evening graduate program at  St. Mary�s University.  In the Fall of 1969, I applied for another Bootstrap  Assignment, and in  January, 1970, received my Master�s Degree.

Jun. 1970 --- I had never had a remote assignment and I was sure that I would be tapped for Vietnam.  But then an opening came up for Shemya,  Alaska, and I said I�d take it!  So I spent a year at the tip of the Aleutian Islands while the family  remained in San Antonio.

Dec. 1971 --- Retired.  

William D. Jefferson, CLU, ChFC, is an agent with UNITED PLANNERS FINANCIAL SERVICES OF AMERICA.  He specializes in disability protection planning, retirement planning, and life insurance planning. 

Bill retired from the U.S. Air Force as a Major in January, 1972, and was with Connecticut Mutual until recently joining UNITED PLANNERS.  As a licensed Registered Representative of  UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, Broker/Dealer,  Bill is able to offer his clients the numerous investment programs available through  that firm. 

A graduate of the University of Puget Sound, Tacoma, Washington, and a holder of a Master�s Degree from St. Mary's University, San Antonio, Texas, Bill has dedicated himself to education in the financial environment in order to be of greatest assistance to his many clients.  He has completed a series of advanced courses through R&R Newkirk, and attended numerous advanced underwriting schools at Connecticut Mutual�s Home Office.  He has also completed a series of ten courses from the American College, Bryn Mawr, Pennsylvania, which entitled him to the professional designation, Chartered Life Underwriter (CLU), received in 1980.  In 1984, with the completion of additional courses from the American College, he was awarded the professional designation, Chartered Financial Consultant (ChFC). 

He has committed  himself to the Continuing Education Program required by The Society of Financial Professionals. 

Bill has long been active in the professional community.  He has served on the Board of Directors of the San Antonio Association of  Insurance And Financial Advisors.  He is a member of the National Association of  Insurance and Financial Advisors and the San Antonio Chapter; The National Society of Financial Professionals and the San Antonio Chapter; The Financial Planning Association and the San Antonio Chapter. 

Bill is also active in the community.  He is Chairman of the Planned Giving Committee on the Advisory Board of the Salvation Army.  He is also a member of the Advisory Council of the Salvation Army Peacock Village.  

In his professional practice, Bill is affiliated with a Certified Public Accountant (CPA).  He is also affiliated with an attorney who is Board Certified in both Estate Planning and Taxation.