Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Brett Shofner
Title
President, Work Plan Retire
Bio
Brett is the President of Work Plan Retire since 2001 and co-founder of Hero7 in 2018, a technology company dedicated to helping Advisors use Smart Data to help employees and employers make better decisions for a secure retirement.He has advised an employer clientele in excess of $1 billion in retirement plan assets and currently servicing over 50 retirement plan clients for Work Plan Retire. Brett has sat on the National Advisory Boards of several top 401(k) Providers such as Prudential, ING, Fidelity, Alliance Bernstein, Fisher Investments and Transamerica. His undergraduate studies were at UCLA and UC-Santa Barbara, culminating with a BA in English from UC-Santa Barbara.
