Tampa, FL :: October 3–4, 2017 (preconference on October 2)

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Retirement Insights & Answers
(Concurrent Sessions 11)

Wednesday, October 4 :: 2:25–3:10
How does an ESOP interact with other retirement plans and employee retirement needs?

Presenter

Jamie M. Waldren

presenter photo

Wells Fargo Advisors

Jamie, a CFP® is a managing director - investments with Wells Fargo Advisors, LLC. Member SIPC. His experience is in retirement planning, including wealth management, assisting with business succession and ESOP strategies, structuring QRP portfolios, liquidity and asset management and providing access to, trust, and insurance services through affiliates and non-affiliates. He holds the following securities FINRA Securities Registrations, 7, 63, 8, and 31. Wells Fargo Advisors does not provide tax or legal advice.
Fall ESOP Forum