Description
Join us November 6th at 2:00pm PST as Katherine Phillips, CFP® and Clara Hollin, CFP®, ChFC®, CRPC® host Doug Ewing, JD, CFP®, RICP® from Nationwide to discuss Health Care Costs in Retirement. Doug Ewing, started his career with Nationwide® in 2019 with more than 16 years of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants on a variety of financial planning topics.
Prior to Nationwide, Doug worked in advanced consulting roles for both Transamerica and John Hancock. An accomplished public speaker with extensive main-stage, breakout and national webinar presentation experience, Doug excels at simplifying complex retirement issues, including Social Security, Medicare and retirement health care costs, tax-efficient retirement income and wealth transfer strategies, as well as elder law and estate planning.
Doug was admitted to the Massachusetts bar in 1990. After a 13-year legal career, he got his start in the financial industry in 2003, working as a financial professional with Legg Mason and Merrill Lynch. He has earned both the CFP and RICP designations and is FINRA Series 7 and 66 licensed.
Katherine Phillips: CA Insurance License #0K85432 and Clara Hollin: CA Insurance License #0C85543. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
CRN-7168455-100824
Date and Time
Wed, Nov 06, 2024
2:00p - 3:00p PST