IPN West Discussion- Retirement Planning and Deep Dive on 401K/IRA
Join us for a discussion of 401ks, IRAs and retirement plan alternatives in Seattle JK on June 10th from 11am- 1pm with highly qualified wealth management professionals. It’s never too early or too late to start planning for retirement.
WHEN: Sunday, June 10th from 11:00 a.m. to 1:00 p.m. PT
WHERE: Seattle Jamat Khana
Panelists-
Forrest E. Fielder’s (SVP, Wealth Management, UBS):
Over the past 17 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP. With Forrest’s clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Forrest earned his B.S. in Business Administration from Western Washington University and his law degree is from Seattle University School of Law. He resides in Fall City, WA with his wife and four children.
R. Scott Campbell (Senior Client Service Associate, UBS):
Scott began his career at UBS, while still in college, in 2001. He specializes in client support, handling
operational inquiries and providing exceptional service. Scott utilizes his 16 years in the financial services
industry to bring impeccable industry knowledge and extensive problem solving skills to the team. Scott has a B.S. in Economics from the University of Washington. He is FINRA-registered and holds both Series 7 and Series 66 securities licenses. In addition to being a member of the team, Scott is an avid Husky Football fan and enjoys participating in marathons with his wife. He currently resides in Bothell, WA with his wife and daughter.