The Talent: Retirement Planning

Jaimie Blackman. The Maestro.

We all have mastered Dissonance. It’s time to master Harmony.

The conductor of an orchestra plays no instrument, and makes no sound. From where does the conductor contribute his or her value? By igniting the imagination, the possibilities of each musician.

Likewise, through a well orchestrated process I call MoneyCapsules, I help our clients articulate what’s really important to them by igniting their imagination.  This is especially important for Retirement Planning. 

My greatest joy is to help you find your own financial voice and return to harmony. The performance  of your financial symphony will be well received by all you love and all who love you, with one word. Bravo!

Retirement Planning

ERISA CONSULTING & TPA SERVICES : Cetera Retirement Plan Specialists

The Cetera team has decades of experience and is highly educated in the fields of retirement plan creation and employee benefit plan administration.

Guy Hocker leads Cetera Retirement Plan Specialists as its President. Prior to joining Cetera Retirement Plan Specialists, Mr. Hocker held the role of president and COO of Benefit Planning, Inc., the Los Angeles office of National Investment Managers, Inc., a publicly held company. He previously performed as an ERISA lawyer for more than a decade, including substantial Internal Revenue Service/Department of Labor submissions and negotiations; complex plan designs (defined benefits/defined contribution combinations); niche designs (prevailing wage and non-profit); and comprehensive experience with qualified plan compliance practice management.

Alex Petrenko serves as Senior Vice President of Retirement Plan Consulting for Cetera Retirement Plan Specialists. He assists companies in their efforts to design and implement custom retirement plans, driven by business objectives, benefit and regulatory trends, and market developments. In addition to performing retirement plan consulting, Mr. Petrenko researches complex retirement plan issues, and provides continuing education.

G. Neff McGhie III is the Chief Actuary for Cetera Retirement Plan Specialists. He is a Member of the Society of Pension Actuaries (MSPA) and the ASPPA College of Pension Actuaries (ACOPA). He currently serves on the Board of Directors of ACOPA. He is a frequent speaker at Pension Professional Conferences. In addition, he is the editor of the Defined Benefit Pension Answer Book published by Aspen Publishers. He has a bachelor’s degree in mathematics from California State University, Fresno.

Cetera/First Allied entities are under separate ownership from any other named entity.

End Your War With Money.

Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.

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