For most investors, retirement planning focuses primarily on managing risk and saving aggressively. Advisors who can help create tax-efficient withdrawal strategies for their clients can offer tangible value in a critical area.
Maureen Wilke combines over 25 years of sales, marketing, and training experience with best practices from the financial advisors and distribution groups she has worked with, to build proactive financial teams. This includes developing on-line education and sales training centers for the Money Management Institute, the Family Wealth Alliance and other firms. This includes dynamic workshops at industry conferences, top advisor meetings, and virtual sales trainings for top firms in the industry.
Lauren has joined Protective's Retirement leadership team as the National Sales Director, Annuity Advisory Solutions. She is responsible for leading our efforts to grow our Advisory business and our distribution relationships with Charles Schwab, TD Ameritrade, Aria RetireOne, and DPL.
Her 20 years of experience in the insurance industry and financial planning background have made her appreciate the difference that proper retirement planning can make in people’s lives. Lauren holds a Bachelor of Science degree in Marketing from Boston College as well as a Masters of Business Administration from the University of Hartford and is pursuing her Doctorate of Business Administration from Walden University.
Navigating Retirement Planning in a Changing Tax Landscape
With proposed tax changes on the horizon, understanding how you can help protect your clients’ retirement savings from tax drag is more important than ever. By the end of this webinar, you’ll have a better understanding of how taxes can impact your clients’ retirement plans, considerations for navigating changes in tax legislation, and how you may be able to help your clients improve the tax efficiency of their portfolios.
Join our interactive webinar to learn:
The tax treatment of life insurance is subject to change. Neither Protective nor its representatives offer legal or tax advice. Please consult with a legal or tax adviser regarding individual situations before making any tax-related decisions.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.