Inspira Financial relentlessly pursues better outcomes for all including both advisors and their clients. Join Jay Breitenkamp and Mike Kelly to learn lesser-known ways advisors can deliver additional value to clients in the ever-changing regulatory environment. They’ll cover topics from plan terminations to cash out limits and emergency savings plans. They’ll also look ahead to 2025 and beyond.
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Recognized as the industry leader, Inspira Financial is a high-growth, tech-enabled provider of flexible and comprehensive retirement services. Jay is a collaborative leader with over 25 years in the financial services industry, cultivating deep relationships with distribution partners to drive growth. |
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From institutional recordkeeper and TPA partners to plan sponsors to individual IRA clients, Millennium Trust’s goal is to support an environment that fosters trust and service, where retirement readiness is the norm, not the exception. Our expertise, access and commitment to excellent client service are what set us apart
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