Social Security Optimization: Helping Clients Optimize Income
Date: Wednesday, April 24, 2013
Time: 11:30 AM - 1:00 PM
Location: Capital City Country Club
Speaker: Joseph R. Souza
Joseph R. Souza, CLU, ChFC, AIF CRPS, CRC
Consultant, Retirement Resource Group, Pacific Life
Please note this presentation has been approved for the following CE:
- Insurance
- CPE (CPA)
- PACE (CLU & ChFC)
- CE
With over 35 years of experience providing estate planning and business insurance counsel to high-net-worth individuals, business owners, and professionals, Joe has also worked extensively with other client advisors including stockbrokers, attorneys and accountants. Prior to joining Pacific Life, Joe was an Estate and Business Planning Specialist with Merrill Lynch where he designed and implemented sophisticated estate and business succession planning strategies for high-net-worth individuals and closely-held business owners in conjunction with their legal and accounting advisors. Joe held a similar position with Solomon Smith Barney. He was responsible for providing support services to 350 financial consultants including product and technical knowledge, client seminars, and financial consultant training and sales meetings. His financial services career began with Travelers Insurance Company where he was responsible for developing advanced life insurance sales through recruiting, training and managing agents. His responsibilities also included promoting a complete product line of annuities, health, disability, and long-term care insurance.
Guests are always welcome and may attend their initial meeting for free.
To join the TREPC, you may access the application by clicking here.