Join Managing Director of Carson Coaching Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP® and Sheryl O’Connor, Founder/CEO Wealth Conductor LLC, for this month’s planning webinar focusing on retirement income planning. CE for CFPⓇ and American College available.
Sheryl O’Connor has spent over 25 years in the financial services industry including stops at insurance and investment management firms where she led strategic business growth and technology innovation. In 2006, Sheryl co-founded 3D Asset Management, an SEC-registered investment management firm that provides innovative practice management solutions and investment portfolios to fee-based advisors. In 2017 Sheryl co-founded a retirement income focused FinTech firm, IncomeConductor, that provides a revolutionary strategy and technology to advisors and their clients that meets the needs of today’s retirees and serves as its CEO. Sheryl won 1st place in the 2018 Female Founders in FinTech global competition and now serves as a global ambassador to encourage women entrepreneurship in technology.