InsuranceWebX Mentor Center

Top Leadership Speakers

Stephen Smith

Seminar Strategies 360

Stephen helps retirees build a secure retirement that accounts for all of life’s unknowns. He takes a holistic approach that focuses on social security optimization, tax efficient distribution, and complex, customized wealth transfer strategies. Stephen works closely with his clients to create the security they are looking for in their golden years. Stephen has a Bachelor of Science degree in Electrical/Computer Engineering from Marquette University. He is certified in social security claiming strategies (CSSCS) and college funding solutions (CCFS®). Additionally, Stephen is a nationally recognized speaker on the complex topics of Social Security Benefits and tax efficient distribution strategies. Through a partnership with Highland Capital Brokerage, he mentors hundreds of advisors who have grown their practice by adopting Stephen’s holistic approach to financial planning.