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DTSTART:20230103T174500Z
DTEND:20230103T191500Z
LOCATION:South Sioux City Marriott Riverfront
UID:2320320230103T174500ZSocial Security
DTSTAMP:20260514T143622Z
DESCRIPTION:\nItinerary\n \n11:45 a.m. Networking\n \n12:00 p.m. Lunch\n \n12:25 p.m. Business/Announcements\n \n12:30 p.m. Presentation\n \n1:15 p.m. Conclusion\n \nAbout the Speaker\n \nEric 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.\n \nEric 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.\n \nEric 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.\n
SUMMARY:Social Security - Siouxland Estate Planning Council, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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