Join us August 10th at 12:00pm PST as Katherine Phillips and Clara Hollin host Doug Ewing to discuss Social Security Planning. 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. CRN-5754839-061523
Date and Time
Thu, Aug 10, 2023
12:00p - 1:00p PST