ESI Partner Prudential: New Goals, New Rules, New Year

All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar.

Kick off the new year with strategic insights from Prudential in our upcoming session ‘New Goals, New Rules, New Year.’ This timely presentation will equip you with the latest updates on regulatory changes and new financial strategies for 2025. Discover how these developments can impact your planning processes and help you set achievable goals for your clients in the coming year. Join us to ensure you are well-prepared to navigate the evolving financial landscape and maximize opportunities for growth.

Chris McGovern, VP of Advanced Planning Field for Prudential Financial will join us for the call. Chris McGovern brings over 18 years of financial services experience to his role with Prudential’s Advanced Planning Group. Prior to joining Prudential, Chris spent 10 years in Advanced Planning at Transamerica and six years as a wholesaler of annuity and life insurance products at both Transamerica and Jackson National Life Distributors LLC. Before that, he worked in the retail financial services industry.