Here Jason will have the opportunity to surround himself with fellow advisors and top-notch industry experts for conversations on product and industry innovation, sales strategies and best practices.
“The Retirement Planning process and the concept of insuring retirement income is vital when it comes to a client’s financial success” says Jason. “We have spent the last 14 years assisting individuals in Live Oak County grasp our concepts and implementation styles. And like everything else, as an advisor, I must always strive to put myself in a position which will make me a better advisor for my clients and prospective referrals.”
Jason is also currently studying for his CRPC designation from the College of Financial Planning, allowing him to become a certified retirement planning counselor.