Jen serves as a national specialist on the topic of social security. She has been in the financial services industry for over 10 years, and is responsible for creating, implementing, and presenting a broad array of financial planning topics for investment management and financial advisory practices.
Josh works with retirement plan sponsors to define their retirement plan goals, choose the optimal plan design to reach those goals, and educate plan participants. Josh takes great pride in helping business owners and plan sponsors meet their fiduciary obligation by providing a cost-effective and compliant retirement plan benefit for their employees.
Recorded: August 8, 2017
Duration: 50 minutes
