Compilation Episode from the IWI ACE Academy 2022
In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including:
Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners
Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC
Dan Wanous, MBA, Business Development Officer of Thrivent Advisor Network
Anthony D. Mlachnik, MBA, CIMA®, BFA®, Advisor at NorthRock Partners
Roger Ibbotson, Professor at Yale School of Management and Chairman and Chief Investment Officer at Zebra Capital
Jessica Flynn, Communications Director of FP Transitions
Ray Sclafani, Founder and CEO of ClientWise LLC
Mark Paulson, Global Hedging Business Development at Allianz Life Insurance Company of North America
Tim Whiting, Chief Revenue Officer and Managing Director of Sales of Investments & Wealth Institute