Year-End Strategies

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Speakers

Nick Arndt
Senior Sales Consultant Advanced Markets
Transamerica

Nick provides financial professionals guidance on holistic financial planning questions.Early in Nick’s career, his experience with advanced planning strategies turned into a passion to help others increase their financial literacy and achieve a lifetime of financial security.

Nick works to bring timely and relevant guidance on retirement, estate and wealth planning strategies, and regulatory issues that impact financial professionals and their clients. He has traveled the country to present on topics such as IRA planning strategies, estate and trust planning, Social Security, and Medicare guidance. Nick lives in Denver’s Washington Park area with his wife and three dogs. He enjoys everything the Colorado outdoors has to offer, from water activities in the lakes, reservoirs and rivers to year-round sports in the Rocky Mountain high country. He makes maintaining an active lifestyle one of his top priorities.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.