Steve has over 30 years of experience in the financial services industry. He has worked for two trust companies and held various positions in the insurance industry including: multi-line agent, Director of Advanced Markets, and Senior Counsel for Compliance.
His areas of specialty include estate planning, business succession, and IRA/annuity distribution options.
Steve believes that the most important element in the financial planning process is starting with what the client wants and understanding their unique situation.
(1 hour CE approved)
When: Wednesday, January 13 at 12:00pm-1:00pm
Event Pricing: No Charge for Members
**No Charge for Non-Members and Guests(Exception: $25 for CE Credit)
*Non-Members and guests please use this link to pay the $25 for CE credit. Thank you! paypal.me/FPAEastTN
After registering, you will receive a confirmation email containing information about joining the webinar.
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