Megan Jorgenson, CLTC's Linkedin Analytics

As a Wealth Management and Retirement Leader, my focus is on steering organizations and advisors towards innovative wealth solutions. With an expertise in retirement planning and a deep understanding of the markets, I lead with a strategic approach to business growth and product distribution. The core of my work lies in fostering relationships with financial professionals, ensuring they are equipped to help clients secure their financial aspirations. I've honed methods that resonate with brokers and planners nationwide, enhancing our partnership and mentoring framework.