Sign up to save your podcasts
Or
Share Wealth Compliance Leaders featuring John Carl, President of Retirement Learning Center
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Wealth Compliance Leaders featuring John Carl, President of Retirement Learning Center
In this episode, we had the pleasure of speaking with John Carl, Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. A 25-year veteran of the retirement industry, John’s extensive experience includes running Alliance Capital’s Defined Contribution initiative and directing Global Product Management for the firm. He created and managed the state of Rhode Island’s 529 savings plan, CollegeBoundFund®. John has also operated as a successful branch and regional sales manager for Prudential Securities and as an independent financial advisor.
John has been featured on CNBC, CNN, Forbes, ABC News, The Wall Street Journal, USA Today, and CBS MoneyWatch.com. John released his first book in 2009, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, which has won multiple APEX Awards for publishing excellence and serves as the basis of continuing education workshops for financial advisors and CPAs.
In this episode, you’ll hear John discuss
View all episodes
By InvestorCOM Inc.
5
11 ratings
In this episode, we had the pleasure of speaking with John Carl, Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. A 25-year veteran of the retirement industry, John’s extensive experience includes running Alliance Capital’s Defined Contribution initiative and directing Global Product Management for the firm. He created and managed the state of Rhode Island’s 529 savings plan, CollegeBoundFund®. John has also operated as a successful branch and regional sales manager for Prudential Securities and as an independent financial advisor.
John has been featured on CNBC, CNN, Forbes, ABC News, The Wall Street Journal, USA Today, and CBS MoneyWatch.com. John released his first book in 2009, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, which has won multiple APEX Awards for publishing excellence and serves as the basis of continuing education workshops for financial advisors and CPAs.
In this episode, you’ll hear John discuss