Discover expert strategies for optimizing your retirement savings in this insightful discussion with financial advisors Jim Manuel and Joseph Clark. With over 58 years of combined experience, they share valuable tips on managing 401(k)s, IRAs, and Roth conversions to help you reduce taxes, protect assets, and maximize wealth. Perfect for pre-retirees and retirees looking to secure their financial future. Watch now to learn proven retirement planning techniques from industry leaders!
Leslie Husarenko has extensive experience working in the financial industry for the past 25 years assisting top producers with client services. She has tremendous experience with Life products and is a registered insurance agent. She is known for her friendliness and knowledge assisting new clients with our onboarding process, she makes it her mission to address and solve customer’s questions efficiently.
Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island life.
Joseph Clark has been providing assistance to retired, pre-retired clients and also independent advisors throughout the country for twenty-three years. He is an experienced teacher, published author and financial educator. He has extensive knowledge in the areas of preservation and distribution of wealth, retirement planning strategies, reduction of financial risk, lowering of taxes and protecting assets.
Joseph prides himself on his ability to provide his clients with proper planning and sound advice. His career in the Financial Services industry began as a Marketing Consultant. Joseph has earned his CFEd® certification with the Heartland Institute of Financial Education.
Joseph teaches health care planning and Income planning for retirees and pre-retirees. This experience has allowed him to become a successful advisor while assisting his clients in enhancing their piece of mind.
Joseph and his wife, Kimberly reside in Littleton, Colorado. They are the proud parents of three children: Haily, Kaira and Ivaiah, Grandson Makaio.
Jim C. Manuel is a Certified Financial Educator and has over 30 years of experience in the area of retirement planning issues. He has helped many families successfully gain retirement success. Jim teaches classes on wealth creation at numerous colleges across the state. In addition to the great depth of information Jim holds in the retirement wealth management field, he also has 30 years of experience in the area of estate tax reduction, financial planning and asset maximization techniques. You may have heard Jim on radio shows throughout the nation as a guest commentator discussing many of the current issues dealing with retirement benefits and issues.
