Session #16: Business Concurrent B Principal Financial Session 5:00pm – 5:30pm
Your Life, Your Money and Retirement
Why Planning for Retirement Needs to Start Now and How to Do It
Learning Objectives: 1. Types of accounts to save for retirement 2. How much is enough to retire 3. Strategies and action steps to transition to retirement 4. Balancing guaranteed income and non-guaranteed income
Financial Advisor at Principal Financial Group
Brad joined Principal in June 2009 as an investment advisor, and he has 15 years of experience in the financial services industry. Brad has been a small business owner for 35 years. This business ownership has provided him with the opportunity to have many excellent mentors and now he enjoys helping other entrepreneurs build a successful business. Brad holds a finance degree from the University of Iowa, and an Accredited Investment Fiduciary (AIF) designation. Brad is involved with Clive Lions, West Des Moines Rotary, and Pheasant Forever. His hobbies include cycling, fly fishing, pheasant hunting, and the outdoors.
Internal Wholesaler for Annuities at Principal Financial Group
Jackson joined Principal Financial Group in 2018. In his current role as Internal Wholesaler for Annuities, he covers distribution for Iowa and Nebraska. He lives in downtown Des Moines with his partner and their dog, Penny. He loves to travel, cook and spend time outdoors. He received his undergraduate degree from Drake University and his MBA from University of Iowa.