Session Description

Many of our clients are reaching the age when they need to start generating income from their retirement savings and pension entitlements. Clay Gillespie, 15-year MDRT member with one Court of the Table and 12 Top of the Table honors, will discuss how you need to reframe the retirement discussion, talk the retirement language and develop the appropriate strategy to help your clients understand how much income they will have in retirement and how you plan on helping them achieve it.

Biography

Clay Gillespie, CFP, CIM, is a 15-year MDRT member with one Court of the Table and 12 Top of the Table honors. He is a financial advisor, portfolio manager and managing director of Rogers Group Financial and has been with the firm since 1992. He specializes in retirement income planning, effective income generation in retirement and associated estate planning issues. Gillespie has held numerous volunteer positions within the Round Table.

Rogers Group Financial
1701 West Broadway
Vancouver, BC V6J 1Y3 Canada

Email: cgillespie@rogersgroup.com
Phone: +1 604-732-6551
Website: www.rogersgroup.com/claygillespie