Webinar: New Ideas for Income, Protect It by Sachs Financial

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New Ideas for Income, Protect It

About

The Tax-efficient Retirement Income program provides insight into how taxes can impact retirement income plans.
This program provides insights into consumer concerns and the help they want to create sustainable retirement
income through a better understanding of tax-flexibility, tax bracket placement and combinations of income and
sequencing strategies.

When

Wednesday, October 21, 2020 · 12:00 p.m. Central Time (US & Canada) (GMT -5:00)

WEBINAR ENDED

Presenters

Jeff Sachs

CEO, Owner

Jeff Sachs is the founder & CEO of Sachs Financial. Since 2010, he has dedicated his company to helping clients prepare for and secure their financial future. Jeff’s approach is to focus on educating his clients about the various ways to protect wealth from market fluctuation and creating lifetime income. He is a graduate of the University of Georgia and holds a Master’s degree from Saint Louis University. Jeff has always looked for ways to help people and spent over a decade in healthcare helping redesign Emergency Departments, prior to starting his own company. He holds insurance licenses in several states: Missouri, Illinois, Maryland and Florida. Jeff prides himself on being a loving husband and father. He enjoys cooking, golfing and raising money for charities through cycling.

Corey W. Tyson

Nationwide

EXPERIENCE:
I joined Nationwide in 2013 and have more
than 10 years of consultative sales experience, along
with 7 years of practical business/entrepreneur
experience.

WORKING PHILOSOPHY:
My passion is uncovering client needs!
As a motivated partner, I use a consultative approach
with advisors to tailor solutions for clients nearing
retirement.

SPECIALTIES:
Providing client-specific solutions for advisors.
Charitable remainder Trust
Non-Qualified Stretch
Income Annuities
Spousal Protection and Income
Medicaid Friendly Annuities
HealthCare Costs in Retirement

EDUCATION:
Bachelor of Arts: Miami University (Ohio)
CHFC: Charter Financial Consultant
FINRA Series 6, Series 63, life, health, and accident

BEYOND WORK:
I currently live in St. Louis, MO where I enjoy church,
family, football, shooting sports, and riding ATV’s with
friends.
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