Steve Kellar

115 Orchestrating Financial Planning Solutions For Advisors with Sheryl O’Connor and Steve Kellar

Sheryl O’Connor and Steve Kellar join us to discuss how IncomeConductor – a proprietary, time-segmented, online tool empowers advisors, firms, and individuals internationally to plan for retirement more simply, more accurately, and more reliably. We discuss how to change client focus from investment returns to income reliability and much more.

Connect with Sheryl O’Connor, CEO & Founder, IncomeConductor:
https://www.linkedin.com/in/sheryl-o-connor-72170837/

https://incomeconductor.com

Connect with Steve Kellar, Retirement Income Services, IHT Wealth Management
https://www.linkedin.com/in/stevekellar1/

Learn more about Nassau Re/Imagine: imagine.nfg.com

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Laura Dinan Haber115 Orchestrating Financial Planning Solutions For Advisors with Sheryl O’Connor and Steve Kellar
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