Description
We invite you to join us for a webinar along with our strategic partner, J.P. Morgan Asset Management.
This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Zachary O’Connor, Vice President and Client Advisor, serves the Subadvisory/Insurance distribution channel of J.P. Morgan Asset Management. We will also have Brian Taggart, CFP ®, CRPC®, is a Divisional Vice President for AIG's U.S. life insurance and retirement business. He will be discussing retirement income solutions. Please see their bio's below
Together, we will continue our discussion of recent market volatility and hopefully provide some clarity in this time of uncertainty.
We look forward to you joining us!
Zachary O’Connor, Vice President and Client Advisor, serves the Subadvisory/Insurance distribution channel of J.P. Morgan Asset Management. He joined J.P. Morgan in April of 2013 and has held various roles for the past 7 years. In his current role Zach focuses on field support and communication of product strategies for Subadvisory/Insurance clients.
Zach has worked in the financial services industry for more than 12 years and has presented across the country at Broker Dealer conferences and roadshows.
Zach has a B.S. from the College of Business at University of Rhode Island. He currently holds FINRA Series 7, 63 designations, and is a certified continuing education instructor across the country.
Brian Taggart, CFP ®, CRPC®, is a Divisional Vice President for AIG's U.S. life insurance and retirement business.
Brian understands today's challenges and distinguishes himself by offering a professional, consultative approach to wholesaling. . He values his reputation among financial advisors as the "go to" partner for innovative solutions that meet the changing needs of financial advisors and their clients
With more than 24 years in the financial services industry, Brian brings a wealth of experience to his business partners, along with actionable ideas and time-tested strategies gathered by studying top-performing financial advisors.
Brian has a Bachelor of Arts degree from Boston College. When not working, he enjoys playing golf and basketball. Brian, his wife Margaret, and their four children make their home in St. James, New York.
Cetera is under separate ownership from any other named entity. Zachary O'Connor and Brian Taggart are not registered or affiliated with Cetera.
Date and Time
Thu, Jul 16, 2020
5:00p - 6:00p EST