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Jane Hagen | Tri-Star Trust Bank
Grow Retire Ready Clients
English - May 26, 2020 15:00 - 21 minutes - 15.1 MB - ★★★★★ - 3 ratingsInvesting Business Technology financial advisors fintech advisor software retirement software retirement planning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Jane Hagen is the Senior Vice President, Director of Retirement Plans & Senior Relationship Manager at Tri-Star Trust Bank out of Michigan. With over 25 years experience in banking and trusts/investments directly related to employee benefit plans and personal trust accounts she is a veteran in the 401(k) market. In this podcast she shares some of her creative and profession tips on engaging plan sponsors, running successful annual participant meetings and growing assets under management.