Planning for Minimum Distributions from Qualified Plans & IRAs

Date: Tuesday, March 8, 2016
Time: 11:30am - 1:00pm
Location: The Summit Club, 15 W. 6th Street, 31st Floor
Speaker: Steve Brand

Steven A. Brand MTAX, ChFC, RICP
Director, Advanced Sales
Massachusetts Mutual Life Insurance Company (MassMutual)

Steve joined MassMutual in 1996 as a Regional Director for MassMutual Annuities. After 11-years of supporting annuity sales in numerous MassMutual agencies, he took on the role of heading up the Advanced Sales area for MassMutual’s Retirement Income Division.  In 2009 he joined the USIG Advanced Sales area of MassMutual, focusing on Annuity and IRA issues. 

Steve has worked in the financial services industry for over 20-years.  His experience prior to MassMutual includes educational training for Royal Alliance Inc., Mutual Service Corporation, and institutional sales in the non-qualified deferred compensation area for MetLife.  Additionally, he was a registered representative with Financial Services Corporation (FSC). 

Steve holds a B.S., with a major in Accounting, from Drake University and Master’s in Taxation from the University of Denver.  He was a practicing CPA, with a major national firm, at the beginning of his career.

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