Jan 24, 2017
The topic of Social Security distribution planning has been a hot topic for advisors and wholesalers alike.
But what about the intricacies of retirement health care costs and the impact on sound financial planning?
Our guest offers thought provoking insights and ideas for you to bring to your advisors.
Keynote Speaker Peter Stahl brings over 25 years of experience in the financial services industry.
Peter Stahl founded Bedrock Business Results, LLC, in 2012 as a training and consulting firm designed to help financial advisors and their clients understand health care challenges during retirement, equipping them to provide solutions. With a seasoned, results driven style, he makes navigation through a complex and ever-changing health care landscape comprehensible to all. The foundation of his exceptional communication and presentation skill set is the core product proficiency that Peter brings in insurance, mutual funds, annuities and retirement plans.
He began his career at Putnam, and later led teams to industry-leading market penetration as well as individual performance at Hartford Financial Services.
He has been a Certified Financial Planner (CFP) since 1997 and also holds the Certified in Long Term Care (CLTC) and Chartered Mutual Fund Counselor (CFMC) designations.