Viewpoints by Kathleen Pritchard, CPWA, CEPA, CRPC, ChFC, CLU, CFS
Kathleen is responsible for the creation, development, and implementation of practice management programs that support relationship development and client engagement with John Hancock Investment Management's clients and prospects. Prior to joining the firm in 2021, she was a partner at Purpose Consulting Group, a practice management firm working with broker-dealers, asset management firms, insurance companies, custodians, elite advisory teams, and industry organizations. Previously, she headed the advisor business development team supporting the U.S. retail and institutional businesses and the U.K. advisory business at Legg Mason. She also held various marketing and communications positions at J.P. Morgan Asset Management, Sage Life Assurance of America, American Skandia Marketing, and Essex Corporation. Kathleen attended St. Mary’s College, Notre Dame and holds the Certified Private Wealth Advisor, Certified Exit Planning Advisor, Chartered Retirement Plan Counselor, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Fund Specialist designations.
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Social Security Fairness Act: unpacking the new law’s impact on 3 million+ beneficiaries
A new federal law that’s expected to raise Social Security payments for as many as 3.2 million retirees is raising questions from beneficiaries about the impact they may see and creating an opening for financial professionals to fill the information gap.
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