Michael Battalini is a fully licensed Life, Annuity and Health Insurance Agent. Michael has a Bachelor of Science in Business Administration from Robert Morris University. Michael is also a Registered Financial Consultant RFC®

Retirement income planning for retirees and pre-retirees throughout the country is Michael’s focus.

His expertise in shielding client investments from stock market loss is a strategy that has become especially important in today’s volatile market and ever-changing economy.

Sound advice about a lifetime of income security with consideration paid to tax implications is what you can expect in working with Michael and the Pittsburgh Wealth Management Group.

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Todd Valles

Todd Valles has worked for several Fortune 500 companies in the financial services sector. He has been a Keynote Speaker/Presenter at hundreds of financial advisor conferences, events and meetings and has hosted numerous IRMAA webinars. He is approved to provide CE credits for state insurance, CPE, and CFP. His educational background is in Finance and Economics with a Juris Doctor concentrating in Tax and ERISA. Todd is also an active member of the Pennsylvania Bar Association. For more information

Visit: https://www.irmaacertifiedplanner.com/the-instructor/

To Book a speaking engagement, webinar or CE educational seminar, please contact Todd at todd@irmaacertifiedplanner.com

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Meet Kari Ellis, Founder & CEO of WayPoint Consulting Partners.

With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consultant, she recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space.

Kari has grown WayPoint Consulting Partners through a demonstrated history of matching accomplished candidates together with qualified career opportunities. She and her team recognize the challenges today's career seekers experience and stands ready to provide unwavering support at every turn.

Kari and her team work closely with advisors to create a personal road map of options clients might never have considered as she and her team integrate them into a vast industry network. Kari has cultivated partnerships with exceptional organizations nationwide, eager to match talented individuals.

She's here to facilitate and lead the transition for those seeking change. WayPoint Consulting Partners values a consultative approach, blending exceptional service and seasoned expertise in the career consulting space - actions that positively make a difference.

"I am truly passionate about helping qualified financial advisors navigate the complex landscape and learn all about the various ways they can collaborate with myself (and my team) to ensure success. I enjoy being a conduit between amazing opportunities and talented professionals".

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