Description
Join us for an exclusive live webinar featuring Brian Dobbis, Director of Retirement Solutions at Lord Abbett, as he provides expert insights into what’s on the horizon for tax policy and your road map from savings to income.
There will be a live Q&A at the end of the presentation.
📅 Date: March 13th 2025
🕛 Time: 11:00 AM CT
This exclusive session is designed for clients and industry professionals looking for expert insights into tax policy and retirement planning with an emphasis on IRA programs.
Register now to secure your spot!
We look forward to your participation!
About Brian Dobbis:
Brian Dobbis is responsible for managing Lord Abbett's IRA business. His areas of expertise include: IRAs, 401(k), 403(b), and 457 retirement plans. Mr. Dobbis joined Lord Abbett in 2002 and held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst. He began his career in the financial services industry in 1997. Mr. Dobbis is a frequent guest speaker at wealth management conferences throughout the United States. The American Society of Pension Professionals and Actuaries (ASPPA) recognized. Dobbis is a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC), and a Tax-Exempt &Governmental Plan Consultant (TGPC). He earned a BA in communications from Rowan University and also is a holder of the Series 6, Series 7, Series 24, Series 63, and Series 65 licenses.
Brian Dobbis and Lord Abbett are not affiliated with or endorsed by LPL Financial or Sovereign Wealth Advisors LLC.
Date and Time
Thu, Mar 13, 2025
11:00a - 12:00p CST