Speaking of Tim
Tim is a nationally-recognized speaker and consultant on retirement income strategies. Throughout his informative, high-energy presentations, he shares innovative concepts in a clear, easy to understand manner which leads to increased advisor confidence, increased client understanding and increased productivity.
In addition to working with companies such as Farm Bureau, Guardian, MassMutual, MetLife, New York Life, Northwestern Mutual and Principal Financial Group, Tim has spoken at numerous industry events, including the National Association of Insurance and Financial Advisors (NAIFA) National Conference and the Society of Financial Service Professionals (FSP) Advanced Planning Clinic, provided content for the Hoopis Performance Network and Real Wealth Advisor podcasts, and is an Instructor at The American College of Financial Services. Tim began his financial services career more than 25 years ago as a Financial Advisor before moving to the Home Office of a Fortune 500 insurance company, where his strategies played a key role in more than doubling the company's annuity sales. Tim later formed his own company and now works with financial advisors and their clients across the country. Tim continues to expand his knowledge, having earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Chartered Advisor for Senior Living (CASL®) designations. He is currently completing the coursework for the Accredited Estate Planner (AEP) designation and the National Social Security Advisor (NSSA) certificate. As millions of people prepare for retirement, they are seeking professional guidance to help achieve their goals. Let Tim’s experience and expertise assist you in designing retirement distribution solutions which efficiently address the many risks faced by today's retirees. |
PRESENTATION TOPICS
Retirement Income Strategies
Maximizing Social Security Benefits
Understanding Annuities: Variable, Index, Fixed, Immediate & Deferred
SPEAKING ENGAGEMENTS
Farm Bureau
Guardian MassMutual MetLife New York Life Northwestern Mutual Principal Financial Group NAIFA National Career Conference & Annual Meeting NAIFA Louisiana Sales Caravan NAIFA Chicago - A Taste of MDRT NAIFA Wisconsin Sales Congress NAIFA North Carolina Sales Retreat NAIFA Oregon Career Conference NAIFA Montana Sales Conference NAIFA Iowa State Convention NAIFA South Carolina State Convention NAIFA West Virginia NAIFA Minneapolis/St.Paul NAIFA Greater Washington, DC NAIFA Phoenix NAIFA Charlotte NAIFA SE Wisconsin Society of Financial Service Professionals (FSP) Advanced Planning Clinic Wisconsin NAIFA/FSP/FPA Financial Forum Santa Barbara Estate Planning Council Puget Sound FPA Symposium Central Iowa FSP/FPA Southern Wisconsin FPA |
|
Tim is a master in the retirement planning space. Tim is by far one of the most intelligent, caring, and dedicated individuals that I know. Tim not only knows the content....he can also communicate with a wide variety of audiences in a way that makes things which are incredibly complex, seem much simpler. If you are looking for a brilliant person to advise, teach, consult, educate, etc. Look no further. Simply put...Tim is the man!
ADAM WAY, CFP®, ChFC®, CLTC® Partner at Gerlach, Way, Scarth and Associates |
|