Social Security

Date: Tuesday, January 3, 2023
Time: 11:45am - 1:15pm
Location: South Sioux City Marriott Riverfront
Speaker: Eric Estelle, Senior Financial Planning Specialist II, Stifel Vice President Wealth Planning


11:45 a.m. Networking

12:00 p.m. Lunch

12:25 p.m. Business/Announcements

12:30 p.m. Presentation

1:15 p.m. Conclusion

About the Speaker

Eric has over 10 years of experience in the financial services industry. Prior to joining Stifel he worked as a Financial Advisor at Edward Jones and Wells Fargo.

Eric joined Stifel in 2013 as a Financial Planning Specialist and transitioned to Financial Planning Manager in 2015. In 2018, he became the VIP Program Manager where he coordinated home office visits for Stifel Financial Advisors and their high-net-worth clients/prospects. Eric transitioned to his current role in 2022 where he promotes the use of wealth planning products and services to Financial Advisors. Eric serves as a resource to Financial Advisors supporting them throughout all scopes of the wealth planning process. He is an integral part in helping Financial Advisors work through client’s complex financial plans.

Eric earned his bachelor’s degree in business administration from Lindenwood University in St. Charles, Missouri. He holds the Series 7 and 66 securities registrations as well as life, health and variable insurance licenses.

See Upcoming Event Calendar