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Jeb Bush Former Governor of Florida; President Jeb Bush& Associates Jeb Bush was elected the 43rd Governor of the state of Florida on November 3, 1998, and was reelected by a wide margin in 2002. His second term as Governor ended in January 2007. Bush earned a bachelor's degree in Latin American Affairs from the University of Texas at Austin and moved to Florida in 1981. With partner Amando Codina, he started a small real estate development company, which grew to become the largest, full-service commercial real estate company in South Florida. Bush served as Florida's secretary of commerce under Bob Martinez, Florida's 40th governor. As secretary of commerce, he promoted Florida's business climate worldwide. Following an unsuccessful bid for Governor in 1994, Bush founded the non-profit Foundation for Florida's Future, which joined forces with the Greater Miami Urban League to establish one of the state's first charter schools. He also co-authored Profiles in Character, a book profiling 14 of Florida's civic heroes-people making a difference without claiming a single news headline.
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Dan Fuss Vice Chairman Loomis Sayles & Company, L.P. Dan Fuss has 53 years of experience in the investment management industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm and manages the firm's flagship Loomis Sayles Bond Fund-which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category-in addition to the Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income and Global Markets funds. In 2000, he was named to the Fixed Income Analysts Society's Hall of Fame in recognition of his contributions and lifetime achievements in the advancement of the analysis of fixed income securities and portfolios. He has twice been President of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.
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Nick Murray Author, The Gameof Numbers: Professional Prospecting for Financial Advisors. Nick Murray is one of the industry's premier speakers, and the author of ten books and a CD program for financial services professionals. His book for clients, Simple Wealth, Inevitable Wealth, is among the most successful privately published books of the last ten years. Nick also publishes a monthly newsletter and "spot coaching" service for advisors, Nick Murray Interactive. He is in his 44th year in the profession of financial advice. Murray was the 2007 recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding. |
2012 Conference Speakers
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Eleanor K. H. Blayney, CFP® Eleanor Blayney, CFP® is President of Directions LLC, dedicated to changing the personal finance conversation for women through programs that empower, educate, and engage women in the management of their resources. In January 2010, she was named a "Mover and Shaker" by Financial Planning Magazine based on her efforts to change the way financial advice is delivered to women.
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Norman Boone, MBA, CFP® Norman Boone, MBA, CFP® is the founder and president of Mosaic Financial Partners in San Francisco, a firm noted especially for their thoroughness in providing financial planning for their clients. As part of their process, Mosaic has developed the retirement withdrawal approach Norm will be talking about in this session, based on the best industry research available.
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Pierre Bossaert Pierre Bossaert, VP, Advice Solutions at Fiserv, has been a leader in the development of best-in-breed technology solutions for the advisor community for over 20 years. Prior to Fiserv, he held positions at Charles Schwab, Citibank and American Express. Pierre is a CFP® and holds a M.S. degree in Financial Planning.
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Joel P. Bruckenstein, CFP Joel P. Bruckenstein, CFP, is a longtime technology columnist for Financial Advisor magazine. He is publisher of Technology Tools for Today and a co-producer of the Technology Tools for Today (T3) Conference, the only annual technology/practice management conference for independent advisors. Bruckenstein is an internationally acclaimed expert on technology for the financial service industry. He is the co-author of two books: Virtual Office Tools for a High Margin Practice and Tools and Techniques of Practice Management. |
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Andrew Clipper Andrew Clipper is a Managing Director of Citi Investor Services and the head of Product Management and Development for Wealth Management Services in North America. Andy is responsible for OpenWealth the first Unified Managed Accounts (UMH) platform supporting distributors of retail wealth management services such as banks, broker/dealers and insurers. OpenWealth is the winner of the 2011 and 2010 MMI Innovation of the Year, 2010 Product of the Year, 2010 ICFA Most Innovative Product and the 2009 Fund Action SMA Player of the Year. |
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Anthony Davidow, CIMA As managing director and portfolio strategist, Mr. Davidow's primary focus is to provide strategic viewpoints on financial markets for Guggenheim Investment's ETF business. In this role, he is also responsible for developing, marketing and positioning the firm's ETF strategy and training key sales personnel on the use of these products.
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Marian Davis Marian Davis is a Director TIAA-CREF's Institutional Client Services division in which she leads a team of licensed financial consultants. Marian has been an active participant and sponsor in TIAA-CREF's Women's initiative and focus on the financial planning needs of women. Marian holds a Bachelor's degree in Economics from Smith College. She is a FINRA registered representative and holds a number of securities and insurance registrations and licenses. TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY. |
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Kim Guimond Dellarocca Kim Guimond Dellarocca is a Director for Pershing, a BNY Mellon company, where she is global head of Segment Marketing and Practice Management. In her role, Ms. Dellarocca is responsible for the strategic marketing and practice management plan development for Pershing's broker-dealer, advisor and hedge fund business units. This includes the development marketing and practice management programs to help bring customers to Pershing, and help those already with Pershing to manage and grow their businesses more effectively. |
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Lisa DeSimone Lisa DeSimone is Senior Vice President, Head of Finance and Strategy for the Retirement Plan Services business at Lincoln Financial Group. Lisa is responsible for planning, coordinating, and administering the Retirement Plan Services financial operations to meet the company's overall objectives for the business.
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Rocco DiBruno Rocco DiBruno, director of Thornburg's Retirement Group, has over 25 years experience working with financial advisors and plan sponsors in retirement plan sales, consulting, marketing, and product development. Prior to joining Thornburg, Rocco was vice president and regional sales manager at Merrill Lynch. Rocco is a graduate of Temple University in Philadelphia, PA and has a BA in Business Management.
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John Diehl John Diehl is senior vice president, Strategic Markets for the Wealth Management segment of The Hartford. Diehl is responsible for enterprise marketing programs, including The Hartford's relationship with the MIT AgeLab. In addition, he overseas Advanced Markets, which provides training for financial advisors in advanced financial planning concepts.
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Steven Dobbe Steven Dobbe, Vice President American National Insurance. Steven begins his 25th year in financial services having the unique perspective of working in both a brokerage general agency and a home office setting. He currently leads the ANICO team review of money managers for the defined contribution and defined benefit platforms.
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Ric Edelman Ric Edelman is an acclaimed advisor, twice named by Barron's as the #1 Independent Financial Advisor in the nation. He is Chairman and CEO of Edelman Financial Services, which manages more than $7 billion for clients across the country. Ric hosts radio and television shows heard and seen by millions of people every week and is also the #1 New York Times best-selling author of seven books. For more information, visit RicEdelman.com.
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Christine S. Fahlund, Ph.D., CFP® Christine S. Fahlund, Ph.D., CFP®, is a senior financial planner and vice president of T. Rowe Price Group, Inc. With more than 25 years of experience in financial planning, including 16 years with T. Rowe Price, Christine is often quoted in the national financial press, including The Wall Street Journal, The New York Times, and Financial Advisor Magazine; as well as on financial programs such as Morningstar.com, and Marketwatch.com. Christine is a Series 7 and 66 registered representative
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Doug Fisher Doug Fisher is senior vice president of policy development and thought leadership for Workplace Investing, a workplace investing business of Fidelity Investments, the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans and a leading online brokerage firm.
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E. Thomas Foster Jr., Esq E. Thomas Foster Jr., Esq., is vice president of The Hartford's Retirement Plans Group and national spokesperson for retirement plans. An ERISA attorney, Foster has more than 30 years of experience in the defined contribution plan marketplace, educating financial advisors about 401(k) programs and issues impacting qualified retirement plans.
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Clint Gharib, C.F.E. Director of Managed Products & Insurance J.P. Turner & Company Clint is the Director of Managed Products & Insurance for J.P. Turner & Company. As a Certified Financial Educator with 20+ years of industry experience he advises both clients and financial representatives. He's been quoted in numerous media outlets including Dow Jones and WSJ.com as well as appeared on an ABC news affiliate.
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Dorothy Hinchcliff Managing Editor Financial Advisor Magazine Dorothy Hinchcliff is managing editor of Financial Advisor magazine and editor of its Web site, www.fa-mag.com, and FA green, www.fa-mag.com/green. She has been instrumental in expanding the magazine's Web site and launched FA green, which focuses on sustainable investing and advisors who provide advice on the topic. Ms. Hinchcliff has been a financial journalist for more than 20 years. |
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Rob Isbitts Rob Isbitts is the founder of Sungarden Investment Research, and offers advisory services through Dynamic Wealth Advisors. Rob is a 25-year investment industry veteran, author of two investment books, creator of several portfolio strategies, and former chief investment officer and mutual fund manager. He currently advises a limited number of high-net-worth private clients from South Florida.
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Jim Johnson, JD, CLU, ChFC Vice president of Advanced Markets Allianz Life Insurance Company of North America (Allianz). With over 40 years of industry experience, Johnson employs his extensive legal, life insurance, investment and annuity marketing, and training expertise to help financial professionals and their clients achieve their retirement-planning goals.
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Matthew Judge Director, Wealth Management Solution TD Ameritrade Institutional Matthew Judge is responsible for Wealth Management Solutions for independent Registered Investment Advisors on the TD Ameritrade Institutional platform. This includes responsibility for TD Ameritrade Institutional's Managed Solutions programs, cash management, retirement plans, research and Estate Planning relationships. |
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Bennett Kleinberg, FSA, MAAA Bennett Kleinberg, FSA, MAAA is a Vice President and Sr. Actuary for MetLife. Bennett is responsible for annuity product design, pricing, and profitability for MetLife's Retail business. He ensures achievement of targeted returns and appropriate levels of risk-taking, while leading the effort to offer innovative retirement products.
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Barry Knight President of NEXT Financial Group, Inc. Barry Knight is a 25-year veteran of the financial services industry. Prior to joining NEXT in 2006, Barry has served in leadership roles with Pioneer Investments, Barnett Securities, Great Western Financial Securities and Empire National Securities. Barry is a graduate of Stetson University.
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David Lafferty David Lafferty is Senior Vice President, Investment Strategies Group with Natixis Global Asset Management. He is responsible for assessing capital market trends, working with affiliated portfolio management teams, and developing innovative product solutions. He has been with the company since 2004. Mr. Lafferty has 20 years of investment industry experience.
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Robert Laura Robert Laura is the President of SYNERGOS Financial Group, co-founder of the RetirementProject.org, author of several books including Naked Retirement, and creator of the Laddered Dividend Portfolio. As a "Retirement Activist" Robert writes and teaches retirement wellness as well as dynamic income strategies for financial advisors, employer groups, and clients alike.
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Ross Levin Ross Levin is the Founding Principal and President of Accredited Investors Inc., a thirty-five person comprehensive, fee-only practice in Edina, Minnesota. His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin's legendary Wealth Management Index tool in providing a framework for advisors to assess and manage their clients' plans and goals. His third book, Spend Your Life Wisely: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Journal of Financial Planning and the Star Tribune and a sought after speaker on financial matters. |
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Edwin Lichtig Edwin Lichtig is founder and president of Pension Income, LLC, a firm that locates pensioners willing to sell their monthly income. Mr. Lichtig lives in the San Francisco Bay area with his wife and two college age children. He attended Trinity College in Hartford, CT and the University of Maryland for his MBA degree.
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Elaine Marvin In the role of regional vice president for The State Life Insurance Company, a OneAmerica company, Elaine Marvin works with independent producers, key accounts and career agents to generate sales from the State Life portfolio, focusing on long-term care benefits in the form of asset-based Care Solutions products.
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John Meunier John Meunier, Principal and Co-founder of Cogent Research®, has more than three decades of experience in research, government, politics, and communications. Along with his partner, Christy White, he has transformed Cogent into one of the most respected research consultancies in America. Cogent publishes more than 15 titles analyzing the financial markets.
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Patrick Morrell Patrick Morrell is a Vice President of Business Development with LPL Retirement Partners. In this role Patrick is responsible for educating independent advisors on LPL's suite of retirement tools and support services. Previous roles have included investment analysis, portfolio construction, and economic research. A graduate of Northeastern University, Patrick earned the CIMA® designation and is a candidate for CFA Level II.
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Timothy O'Hara Timothy O'Hara is Divisional Vice President for AXA Distributors, LLC, covering the Bank and Wirehouse teams in the Central United States. Tim began his career in 1992 as an internal annuity wholesaler, and has witnessed almost 20 years of change and innovation in the annuity world while representing such companies as Hartford, Kemper, MFS, SunLife and AXA Distributors.
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Dave O'Rourke Dave O'Rourke's dual career background as a software entrepreneur and financial advisor allows him to bring a special perspective to his role as SVP Marketing with Eqis. Dave's company developed an enterprise solution for commercial banks that dominated its market niche, and he subsequently managed a San Francisco based RIA with over $600mm in AUM.
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Zachary S. Parker, MBA, CFP® 1st Vice President - Income Distribution and Product Strategy Zach has a major role in developing practical tools for Securities America's NextPhase Income Distribution Solutions, a turn-key process to attract and retain retiring clients. He co-authored "Capturing the Income Distribution O pportunity," an analysis of income distribution strategies that received the first Practitioner Thought Leadership Award from the Retirement Income Industry Association in 2011. |
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Robert Powell Robert Powell is the editor of Retirement Weekly, a newsletter from MarketWatch/The Wall Street Journal Digital Network. Powell also writes two columns for MarketWatch.com, including On Retirement and Your Portfolio. Powell also serves as the editor of the Retirement Management Journal and as an adjunct professor for the Boston University Center for Professional Education Online Retirement Management Analyst Program.
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David L. Reichart David L. Reichart, CFA is a Portfolio Advisor with Principal Management Corporation. As a Portfolio Advisor, he is responsible for the day-to-day monitoring and rebalancing of the underlying strategies of the Principal Global Diversified Income Fund, Diversified Real Asset Fund, and Global Multi-Strategy Fund. He also serves as head of Business Development for Principal Funds.
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Andrew Rudd, Ph. D. - Chairman and Chief Executive Officer Andrew Rudd founded Advisor Software in 1995 to deliver world class analytics to the retail financial services market. He is an expert in asset allocation, modern portfolio theory, risk management, and performance measurement. Mr. Rudd is also a co-founder and former chairman and CEO of Barra, Inc., where he served as CEO from 1984 to 1999. He is the co-author of two industry-leading books on institutional investing: "Modern Portfolio Theory: The Principles of Investment Management" and "Option Pricing".
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Hannah Shaw Grove Hannah Shaw Grove is the author of Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy and The Family Office: Advising the Financial Elite. She consults to families with significant wealth and their closet advisors.
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Evan Simonoff Editor-in-Chief and Editorial Director Financial Advisor and Private Wealth magazines Evan Simonoff is editorial director of Financial Advisor and Private Wealth magazines and is a founding partner of Charter Financial Publishing Network (CFPN). He has spent more than 20 years as an editor and reporter covering the financial services industry. Simonoff is a widely recognized expert on personal finance and investments.
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David Smith Co-Founder and Group Publisher Financial Advisor and Private Wealth magazines David Smith is a founding partner of Charter Financial Publishing Network (CFPN), a publisher, marketer and distributor of information for the financial services industry. He is co-founder and publisher of Financial Advisor and Private Wealth magazines and other CFPN publications.
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Scott Stolz, CFP Scott Stolz, is the President of Raymond James Insurance Group, the insurance general agency for the Raymond James Financial, Inc. broker/dealers. Prior to joining Raymond James in 2005, Scott spent 8 years as Jackson National Life's Senior Vice President of Administration. In this role, Scott was responsible for the administration and customer service for Jackson's life and annuity divisions.
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David Stone Chief Executive Officer Before co-founding Aria Retirement Solutions, David was Chief Legal Counsel for Charles Schwab's annuity and insurance initiatives, as well as Allstate Financial's in-house counsel. He has been lead counsel on product development projects for broker dealers and bank distributors. David participates on numerous committees dedicated to retirement income product solutions. |
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Dr. Katy Votava Founder and President of GOODCARE.com Dr. Katy Votava, founder of GOODCARE.com, is a Medicare expert who consults with financial advisors and their clients throughout the United States. As a nurse practitioner and healthcare economist Dr. Katy has a broad view of healthcare in retirement and what the real impact is on consumers. She provides up to the minute information that advisors can apply immediately in practice. Dr. Katy is quoted widely in the press and speaks frequently on personal healthcare finance. |
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Dr. Linda Strachan Dr. Linda Strachan joined Zywave (formerly EISI), the largest financial planning software developer in North America, in 1996. As Vice President of Product Management, Linda works closely with the President in establishing the direction for both the NaviPlan and Profiles software, with respect to functionality and user interface design. This includes closely monitoring industry trends to ensure the company's products enable financial advisors to capitalize on opportunities. |
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G. Joseph Votava, Jr. G. Joseph Votava, Jr., CEO for Seneca Financial Advisors LLC, provides comprehensive financial planning services including; taxes, investments, employee benefits and estate planning. Prior to Seneca, Mr. Votava was a partner at Nixon Peabody LLP and founding president of Nixon Peabody Financial Advisors LLC. Mr. Votava has also been elected to the Board of Directors for the CFP Board of Standards.
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George H. Walper Jr. George H. Walper Jr. is President of Spectrem Group, a research and consulting firm that specializes in the affluent and retirement markets. George has a bachelor's degree in business from the State University of New York College at Buffalo and a master's degree in business administration from the J.L. Kellogg Graduate School of Management at Northwestern University.
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Kevin Walsh Kevin Walsh is vice president for Fidelity Institutional's (FI) Product group responsible for the retirement offering available to Fidelity's Registered Investment Advisor (RIA) clients and National Financial's broker-dealer correspondent firms. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.
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Mike Weldon Mike Weldon, Partner, Director of Marketing, is responsible for streamlining Lord Abbett's marketing initiatives across the firm's national sales force. He is a frequent speaker at regional and national conferences, specializing in financial advisor training and practice management. In addition, Mr. Weldon is actively involved in the development of Lord Abbett's marketing materials, including sales literature and seminar presentations.
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Neil Wilding Neil is a registered principal of Protected Investors of America . He has served on many industry panels focused on innovative ways to offer guaranteed retirement income. Neil specializes in incorporating guaranteed retirement income solutions into a fee-only practice. Securities offered by Protected Investors of America, member FINRA/SIPC
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Joni Youngwirth Managing Principal, Practice Management Joni is a recognized expert in the financial services industry for helping advisors adopt the best practices, and develop the mindset and systems, to grow their businesses to the next level. She has written and been featured in articles for leading industry publications, and is a frequent guest speaker at popular industry conferences.
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Michael Zmistowski President Financial Planning Advisors, LLC is president of Financial Planning Advisors, LLC specializing in retirement income management. As a Securities Principal with the Financial Industry Regulatory Authority, licensed Insurance representative and associate of Registered Investment Advisory firm(s), for over 28 years Mr. Zmistowski has been designing and implementing financial plans for his clients. For eight of those years, he officed in a law firm specializing in Estate Planning. As a trans-channel retirement income consultant, Mr. Zmistowski is an authorized presenter/consultant for the International Foundation for Retirement Education (InFRE). |