UFSC National organization is hosting the COVID-19 Relief Series to keep members and Communities of Color informed of the economic impact of COVID-19 and programs created to support individuals, businesses and communities during this time of uncertainty.
UFSC members and colleagues are invited to join the Mid-Atlantic Financial Group of Prudential Advisors for a special webinar event entitled “Investing in the Time of COVID-19” on Wednesday, May 20th, 6:00 pm, EDT. The live virtual presentation will feature Stephen Gilbert, CFP, CHFU, CLU, CRPC, and Director of the Advanced Planning Group. The session is hosted by UFSC Member and Prudential Advisor Howard J. Martin
Stephen Gilbert, Manager of Advanced Planning – Prudential Financial
Stephen Gilbert possesses a broad depth of experience that comes from 18 years of service in the financial services industry. As part of Prudential Annuities’ Advanced Planning and Solutions team, Steve works extensively with financial professionals aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning. In addition to providing support to financial professionals, Steve works alongside the Prudential Annuities National Sales Desk to provide support to the Prudential Annuities Sales and Distribution organization.
Before joining Prudential Annuities, Steve was part of MassMutual’s Retirement Income Group, where he led the sales initiative for a group breaking Investment Advisory Retirement Income Management Account. Prior to that, he headed up the 403(b) sales group at MassMutual. He also worked with ING Financial Services as a Brokerage Relationship Manager, and started his career in as a financial advisor with John Hancock Financial Services.
Steve earned his B.S., from The Pennsylvania State University in Business Management, and is working on his M.B.A. from the University of Connecticut. He has attained his CFP®, CLU, ChFC, and CMFC designations. He also holds his FINRA Series 7, 6, 63, and 26 registrations, as well as his life & health license. He is a member of the Financial Planning
Date: Wednesday, May 20, 2020
Time: 6:00 pm, EDT.
Location: Virtual Webinar
Recorded: Yes, this call will be recorded.
Click HERE to Register; Registration password: pru2020 and input the UFSC member and Prudential Advisor name of Howard J Martin as the person who invited you.0