Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals
With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms.
In her 20th year in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country.
Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues to name a few.
Presentations and Publications by Heather Schreiber
Heather Schreiber is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.
Heather’s enthusiasm for her craft and those with whom she partners extends beyond the knowledge that she has gained through a career dedicated to helping financial professionals create retirement income solutions for their clients; she is the consummate educator and loves to teach financial professionals as well as their strategic partners new strategies to help their clients move into an informed retirement with a greater sense of confidence. She has often been told that her quick wit and engaging teaching style make learning fun!
Have Heather Schreiber speak at your event!
Heather Schreiber is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management and is available to speak at your conference or appear at one of your events.
Or, learn more about other Retirement Speakers Bureau presenters to find the one that’s best for you.
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber
Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement.
Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients.