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Bridging the Gap: Your Retirement Readiness Check

Webinars

Event Details

Presenters

Dezarae Jackson headshot

Dezarae Jackson

Dezarae Jackson is a distinguished HR Professional specializing in employee ownership within Amsted Industries. She's known for her work in managing a comprehensive ESOP, promoting employee ownership, and focusing on retirement planning. Dezarae's expertise spans finance and payroll. She is a former President of the American Payroll Association's Portland Chapter.
Peter Newman headshot

Peter Newman

Peter Newman founded Peak Wealth Planning in 2014 to help ESOP participants with large balances diversify investments and create a steady stream of retirement income. Peter helps clients make sound financial decisions around retirement timing, college planning, social security, life insurance and mortgages.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership