Restoring Retirement: Security in Uncertain Times

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Speakers

Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
Director of Advisor Education
Thornburg Investment Management

Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan is also a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, and Longevity Planning. She has also written numerous articles and contributed to several books on these and other financial-planning topics.

Jan has spent over 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive. Past employers include American Express Financial Advisors (Ameriprise), Wells Fargo Advisors, and Wachovia.

Jan has a BA in political science from the University of Denver.

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.