Nancy L. Anderson
Director of Wealth Planning Programs & Initiatives @Key Wealth
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WORK HISTORY
Director of Wealth Planning Programs & Initiatives @Key Wealth
Salt Lake City, UT, US
Leads enterprise-wide planning training and enablement for Wealth Planning, develops client-ready planning content, and serves as a contributing voice to the Key Wealth Institute.
EDUCATION
University of California, Davis
B.A
SKILLS
ABOUT NANCY L. ANDERSON
We help client\'s make smarter financial decisions. My team is comprised of highly credentialed professionals who feel the same way I do and our clients appreciate our diligence. Topics we cover and services we provide on a daily basis include effective retirement planning, tax advantaged investing, successfully transitioning a business for sale (or to the next generation), well designed estate planning, and solid risk management (to name a few.) I love to discuss these issues, too, and have been quoted in Barrons, The Wall Street Journal, US News and World Report, CNBC, Employee Benefits News and other financial publications. It doesn\'t stop there - I write for Forbes.com on personal finance and retirement.
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