Listen "Tax Efficient Retirement Income Planning"
Episode Synopsis
Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Steven Calandra, VP Nationwide Retirement InstituteSteven Calandra CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 yearsof financial industry experience. As a Vice President for the Nationwide Retirement Institute, Stevenis dedicated to educating financial professionals, clients, plan sponsors and plan participantsabout the latest in retirement income planning trends. He focuses on implementing practical andcomprehensive retirement income solutions as well as stimulating the thinking and actions ofprofessionals as they navigate the changing world of retirement. Steven annually addresses thousands of financial professionals, clients and plan participants, carefullycustomizing his sessions to meet the needs of each group. His areas of focus include Social Securitybenefits, Medicare coverage, long-term care and retirement income planning. Steven’s polished style,engaging message and proven ability as a consummate business professional assures a top-notchengagement every time. Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra CapitalMarkets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmericain its independent broker-dealer channel covering the Northeast. Earlier in his career, he wasgroomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plansand variable life insurance. He has vast experience managing, coaching and motivating teams andhas helped develop core product marketing. Steven Calandra’s Full BioVisit: https://www.nationwide.com/
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