Jane Zima’s Post

If you yourself, or know of a colleague who is looking to take their career to the next level, be sure either yourself or that colleague attend Pensions & Investments NextGen session at DCWest. Hear leaders in the industry discuss how they worked to get to where they are at, challenges they faced, and how they used that to make themselves a better leader. #leader #retirement

Fantastic experience attending the 2024 Hilton EMEA Leadership & Commercial Conference! Over the course of two insightful afternoons, Ashika Tailor and I had the privilege of engaging with Hilton employees, discussing how workplace savings can empower them to achieve their long-term financial goals. Nothing is more rewarding than seeing firsthand how our solutions can help individuals build financial security through their workplace. The best part of my job will always be connecting with those who have the opportunity to, or already do, benefit from our work. #employeebenefits #workplacesavings #wealthmanagement #retirement #retirementsavings

Mark your calendars for April 26th, as we gather from 3:00 to 7:00 PM at 3122 Greenhill Circle, Cedar Falls for our grand opening and networking event. Talk with industry leaders in senior care and fianance to get questions answered that you have. Food, beverage, and dementia simulator all provided by Oak Park Estates! Matthew Monaghan, CFP®, CLU®, ChFC®, RICP®, will be there on behalf of his company Northwestern Mutual! RSVP by April 10th! https://lnkd.in/gXRFFY27 It's common for people to work hard and save for a lifetime and not understand how to turn all their assets into income. In fact, it can keep them from having the confidence to retire or take the next step because they are afraid of how it will impact their lifestyle. Common questions are: · When do we take social security? · We have several different accounts, how do we simplify this stuff? · How do we know we can afford things like health care and dips in the market? These are common questions and feelings Matt Monaghan and his team see daily. The fact is, there are a number of things to consider as you get closer to retirement, and helping you understand how all your financial pieces fit together are what they do best. We are excited they are joining us for this event. Matt Monaghan CFP, CLU, ChFC, RICP

The most important lesson I learned from the late, great professional coach Barbara Sher: Never assume that because you’re not doing something you love in this moment that you won’t ever be able to do what you want. We all will be living long enough to have satisfying encore careers. And in turn, they will help us fund our increasingly long retirements. Read more: https://lnkd.in/geJEfwqY #WeRescueOurselves #NotYoungNotDone Barbara Sher

📣 Gallagher’s #RetirementPlanConsulting practice is proud and honored to announce the recognition of Lauren Bump and Kathy Seimet (Captains); Alaina Ruiz and Rebecca E. Hipp, AIF® (MVPs); and Morgan Steves (Rising Stars) as 2024 NAPA Top Women of Excellence. 👏🎉 This award acknowledges the high standards of excellence these women bring to our industry. Thank you for making a difference in helping provide #RetirementSecurity to thousands of American workers! #401k #FinancialWellbeing #EmployeeBenefits #RetirementPlanning American Retirement Association National Association of Plan Advisors https://lnkd.in/gV49wNeD The 2024 NAPA Top Women of Excellence list was created to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questionnaires were then reviewed on an anonymous basis by a panel of judges who, over the course of several weeks, selected the women honored in three separate categories: Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing advisors. MVPs: Non-producing licensed relationship managers primarily focused on managing relationships and the retention of clients. Rising Stars: They have less than five years in the business and are either emerging team leaders or new producers. The rating is not indicative of the investment advisor's future performance; and the investment advisor representative was not paid a fee to participate in the survey.

Many of us, particularly as we near or take retirement, have thoughts about joining a board of directors. In a quest to continue to add value leveraging what we've learned over years of experience, it's natural for us to look at this as a viable possibility. "Thinking About A Pivot To Board Work? It’s Not For Everyone" Chief Executive's latest article by CEO, Gaurdie Banister, provides insights on what to consider as you decide what's next for you. #boardofdirectors #roleofboardofdirectors #chiefexecutive #gaurdiebanister https://lnkd.in/gGUpbGQU

For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement

📣 Gallagher’s #RetirementPlanConsulting practice is proud and honored to announce the recognition of Lauren Bump and Kathy Seimet (Captains); Alaina Ruiz and Rebecca E. Hipp, AIF® (MVPs); and Morgan Steves (Rising Stars) as 2024 NAPA Top Women of Excellence. 👏🎉 This award acknowledges the high standards of excellence these women bring to our industry. Thank you for making a difference in helping provide #RetirementSecurity to thousands of American workers! #401k #FinancialWellbeing #EmployeeBenefits #RetirementPlanning American Retirement Association National Association of Plan Advisors https://lnkd.in/gV49wNeD The 2024 NAPA Top Women of Excellence list was created to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questionnaires were then reviewed on an anonymous basis by a panel of judges who, over the course of several weeks, selected the women honored in three separate categories: Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing advisors. MVPs: Non-producing licensed relationship managers primarily focused on managing relationships and the retention of clients. Rising Stars: They have less than five years in the business and are either emerging team leaders or new producers. The rating is not indicative of the investment advisor's future performance; and the investment advisor representative was not paid a fee to participate in the survey.

📣 Gallagher’s #RetirementPlanConsulting practice is proud and honored to announce the recognition of Lauren Bump and Kathy Seimet (Captains); Alaina Ruiz and Rebecca E. Hipp, AIF® (MVPs); and Morgan Steves (Rising Stars) as 2024 NAPA Top Women of Excellence. 👏🎉 This award acknowledges the high standards of excellence these women bring to our industry. Thank you for making a difference in helping provide #RetirementSecurity to thousands of American workers! #401k #FinancialWellbeing #EmployeeBenefits #RetirementPlanning American Retirement Association National Association of Plan Advisors https://lnkd.in/gV49wNeD The 2024 NAPA Top Women of Excellence list was created to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questionnaires were then reviewed on an anonymous basis by a panel of judges who, over the course of several weeks, selected the women honored in three separate categories: Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing advisors. MVPs: Non-producing licensed relationship managers primarily focused on managing relationships and the retention of clients. Rising Stars: They have less than five years in the business and are either emerging team leaders or new producers. The rating is not indicative of the investment advisor's future performance; and the investment advisor representative was not paid a fee to participate in the survey.

📣 Gallagher’s #RetirementPlanConsulting practice is proud and honored to announce the recognition of Lauren Bump and Kathy Seimet (Captains); Alaina Ruiz and Rebecca E. Hipp, AIF® (MVPs); and Morgan Steves (Rising Stars) as 2024 NAPA Top Women of Excellence. 👏🎉 This award acknowledges the high standards of excellence these women bring to our industry. Thank you for making a difference in helping provide #RetirementSecurity to thousands of American workers! #401k #FinancialWellbeing #EmployeeBenefits #RetirementPlanning American Retirement Association National Association of Plan Advisors https://lnkd.in/gV49wNeD The 2024 NAPA Top Women of Excellence list was created to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questionnaires were then reviewed on an anonymous basis by a panel of judges who, over the course of several weeks, selected the women honored in three separate categories: Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing advisors. MVPs: Non-producing licensed relationship managers primarily focused on managing relationships and the retention of clients. Rising Stars: They have less than five years in the business and are either emerging team leaders or new producers. The rating is not indicative of the investment advisor's future performance; and the investment advisor representative was not paid a fee to participate in the survey.