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Learn With Our CE Accredited Advanced Planning Team

Explore our CUNA Mutual Group Annuities Presentation Showcase featuring our VP, Advanced Planning Consultants, Marshall Heitzman and Sonja Hayes. 

Our Advanced Planning team is here to help you and your advisors with exclusive learning opportunities on more technical advanced market topics, to meet clients’ complex financial, investing and tax planning needs, and distinguish their practice from the competition.

In these workshops, CE and Behavioral Finance Advice (BFA) accredited presentations, and client seminars, Marshall and Sonja tap into their expertise to share experiential knowledge on topics such as:

  • IRA Insights for Retirement
  • Social Security: Maximizing Your Clients Benefits
  • How Stress Affects Your Clients Decision-Making
  • The Role of Medicare in Retirement Planning – Helping Clients Meet Their Retirement Needs 
  • Redefining a Diversified Portfolio – Going Beyond Traditional Asset Classes
  • And additional advisor workshops (many approved for CE credit)

Presented By:

VP - Advanced Planning Consultant
VP - Advanced Planning Consultant

Get the complete presentation and workshop catalog today! 

 

Learn more about available workshops from Marshall Heitzman and Sonja Hayes.

Need more information on booking a workshop?

Fill out the form below to contact your National Account Manager:

Your Strategic Partners

gina riepel

Gina Riepel

Director of Strategic Accounts

O. 800.356.2644, ext. 6656328
C. 713.825.7333
F. 608.236.6279

gina.riepel@cunamutual.com

scot schultz

Scot Schultz, MBA, CRPC

Vice President, Sr. Strategic Account Manager

O. 800.356.2644, ext. 6656386
C. 952.913.9577
F. 608.236.6102

scot.schultz@cunamutual.com

walker tompkins

Walker Tompkins

Vice President, Sr. Strategic Account Manager

O. 484.696.3361
C. 610.348.3740
F. 608.236.6276

walker.tompkins@cunamutual.com

Laurie Boeckmann

Laurie Boeckmann

Annuity Account Manager

O. 319.483.2803
C. 319.230.9978
F. 608.236.8221

laurie.boeckmann@cunamutual.com

major_ron

Ron Major, CFP®

Annuity Account Manager

O. 800.356.2644, ext. 6658866
C. 856.304.2952
F. 608.236.8244

ron.major@cunamutual.com

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