Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.
Don St Clair | St Clair Financial
In this podcast we are excited to interview Don St Clair with St Clair Financial as he shares his insights on the power of the paycheck illustration in financial planning.
Don St Clair is a successful financial planner out of Norther California. He has been in the business since 1991. He started off in the 403(b) marketplace and later found his niche with small business owners.
Alberto Gaglianese | Lincoln Investment
Alberto Gaglianese is a financial planner for Lincoln Investment, based out of Fort Washington, Pennsylvania. He has had a successful practice in the 403(b) and the 457 marketplace since 1986. Listen in as Alberto shares his experience on helping clients reach their retirement goals and growing a thriving practice.
Deann Cross | Integrity Financial
Deann Cross is Chief Operating Officer at Integrity Financial Corporation. She has over 20 years of experience in the financial service industry and helping others reach their wealth management goals. Listen in as she shares some of her experience of how not to overwhelm and add stress to a client but encourage them as they pursue retirement readiness.
Terry Mulhern | Transamerica
Terry is an Associate Director RICP - Retirement Income Certified Professional at Transamerica out of Columbus Ohio. He has 12 plus years in finance and leads a team of 15 other advisors. Listen in on some of his pro-tips for web calls, building trust, and helping clients reach retirement readiness. Also, check out his non profit Educational Retirement Advisors, whos goal is to get every teacher in front of a fiduciary advisor, and have a documented retirement plan completed. www.ed-advisors.org
Jim Westrum | Wayzata Public Schools ISD 284
Jim Westrum is the executive director of finance and business with the Wayzata Public Schools located in Minneapolis St. Paul, Minnesota. His primary role is to act as the district's CFO and assist in making sure that they are aligned with their mission and vision when looking at employee compensation strategies. Jim has had success with TRAK while working with collective bargaining to educate, bring clarity and ultimately buy-in from employees. With his position, and not being an agent himself, he brings a different perspective to 403(b) advisors.
Charles Epstein | Epstein Financial Services
Charlie is the principal of Epstein Financial Services, an independent RIA providing corporate retirement plan consulting, as well as wealth management services in East Lyme Meadow, Massachusetts. He has more than 40 years of experience in the financial services industry and is the founder of the 401(k) Coach Program. He is the Author of “Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company” and “Save America, Save! The Secrets of a Successful 401(k) Plan”. He is highly influential in the 401(k) industry.
In this Podcast you will hear powerful insight for engaging the 401(k) market as Charlie shares myths people have about retirement and their money, opportunities advisors have amidst the COVID-19 crises, and what can set you apart as we come though this crises.