Joshua Legband
Retirement Planning Architect. Advisor at Great Waters Financial
- Role
- Senior Planning Advisor at Great Waters Financial
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Joshua Legband
At Great Waters Financial, we are a group of professionals who want to inspire others to…
Experience
Senior Planning Advisor
Aug 2014 — Present · Minneapolis, MN, US
At Great Waters Financial, we are a group of professionals who want to inspire others to live great lives. We believe that retirement isn\'t the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.We are your retirement planning architects. We craft financial strategies that give our clients more confidence and inspiration to pursue their retirement aspirations. We reduce their worry by remaining actively engaged with them.
Education
Concordia University-St. Paul
Bachelor's Degree, Psychology
1998 — 2002
Concordia University-St. Paul
Bachelor's Degree, Education
1998 — 2002
Skills
- Retirement Planning
- Customer Service
- Retirement Income Strategies
- Event Planning
- Strategic Planning
- Asset Allocation
- Estate Tax Planning
- Team Building
- Management
- Public Speaking
- Social Security
- Research
- Public Policy
- Community Outreach
- Community Development
- Tax Planning
- Nonprofits
- Social Media
- Leadership
- Grant Writing
- Leadership Development
- Policy Analysis
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