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Retirement Insights & Answers

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on February 14, 2017.

About This Meeting

This presentation will explore 5 critical retirement planning principals we believe every successful investor must ask and answer. Today's session seeks to answer some of the most important and frequently asked questions people face as they plan for retirement.

You will learn:
1. The most important part of retirement is to create a plan you want and plan for a long life.
2. Make informed decisions about social security and know what to expect about health care.
3. Tax management strategies to help prolong income stream in retirement.


Jamie Waldren
Wells Fargo Advisors, LLC


Jamie M. Waldren

presenter photologo

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.