Summary:
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Now On Demand
Now more than ever, retirees are relying on their financial professionals to implement strategies that help them achieve their retirement income goals. This is especially true for your clients who are retiring in 2022’s challenging markets.
Key takeaways for attendees:
- Structuring portfolios to generate the returns needed to meet client goals
- Properly managing client income expectations amid volatile markets
- Addressing the role client spending has on overall retirement success and how to prepare for the unexpected
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Speakers:
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Molly Huck, CIMA
Advisor Education Consultant
Nuveen
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Molly is an Advisor Education Consultant for Nuveen, and brings specialized knowledge to financial professionals in the areas of wealth planning, practice management and business building through topic engagement at industry conferences, strategic partner events and webinars. She previously spent 23 years as a Nuveen Advisor Consultant, working with high-net-worth financial professionals and their clients at the industry’s large wealth management firms, institutional investors and family offices.
Prior to joining the firm in 1999, Molly spent four years as a technical analyst in the ICS division of UBS PaineWebber. She also worked in the advisory services division of Linsco/Private Ledger, where she was instrumental in the development and support of its fee-based asset management platform.
Molly attended the University of Massachusetts-Boston. She holds her CIMA designation through the Investments & Wealth Institute in conjunction with the Wharton School of the University of Pennsylvania. |
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Rob Kron, CFP
Advisor Education Consultant
Nuveen
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Rob is an Advisor Education Consultant for Nuveen and is responsible for the development and delivery of practice management, wealth management, and market insight programs that help Financial Professionals grow their business.
Rob has been in the financial services industry since 1990 and has expertise in all aspects of financial planning, advisor practice management, and investor education. Prior to joining Nuveen, he was the head of Advisor and Client Education for BlackRock for 11 years. In addition to creating and delivering educational presentations for audiences of all sizes, Rob has been featured in the media for his perspectives on financial planning and Social Security. He has appeared on CNBC, Fox Business, Bloomberg, and Advisor TV. Additionally, he has been quoted in a variety of national publications, including the Wall Street Journal and USA Today. Rob spent 17 years at Merrill Lynch. His experience included managing the Individual Retirement Account platform, creating innovative, industry-changing investment advice and web-based initiatives to assist plan participants, and developing a comprehensive suite of financial planning tools.
Rob graduated magna cum laude from the University of Colorado. |
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Brian Griggs, CFA, FRM
Portfolio Strategist
Nuveen
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Brian is a Portfolio Strategist, responsible for promoting Nuveen’s investment views and approach to multi asset portfolio construction. He meets with financial professionals and institutional clients to discuss how they can incorporate Nuveen’s best thinking in to their own portfolio management processes.
Prior to joining the firm in 2018, Brian worked at State Street Global Advisors as an Investment Strategist, supporting the firm’s defined contribution plan clients, and at Voya Investment Management as a Multi Asset Portfolio Specialist. He began his career at Bloomberg LP as a Portfolio Risk & Derivatives Specialist.
Brian graduated with a B.S. from Syracuse University and an M.B.A. from Columbia Business School. He also holds the CFA and FRM designations. |
