Director, Advanced Planning
Jackson
Jeffrey R. Clark, Director, Advanced Planning
Prior to joining Jackson, Jeff was the head of Guardian’s Retirement Center of Excellence in New York City. A frequent industry speaker and author on retirement design, funding, and sales, Jeff has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT) Top of the Table, and others. He has also authored articles for The CPA Journal, the Journal of Financial Service Professionals, and many other industry periodicals. He also holds FINRA Series 6 and 26 registrations and is a Certified Fund Specialist® professional.
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One Size Does Not Fit All: Generating Retirement Income for Every Client
Thursday, September 28, 2023
3:15 PM – 4:15 PM MST