Join us July 20th at 12:00pm PST as Katherine Phillips and Clara Hollin host Doug Ewing to discuss basic estate planning and wealth transfer concepts. Doug Ewing, JD, CFP®, RICP®, 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 and Clara Hollin are registered representatives of Lincoln Financial Advisors Corp.
CA Insurance License #0K85432 and #0C85543. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. Open Advisors™ is not an affiliate of Lincoln Financial Advisors Corp. Doug Ewing and Nationwide are not affiliates of either Open Advisors LLC or Lincoln Financial Advisors Corp.
Date and Time
Thu, Jul 20, 2023
12:00p - 1:00p PST