Tell us about yourself:
National Sales Training professional and veteran Marketing professional with over 11 years of experience training real estate and lending professionals focusing on social media marketing campaigns and strategies. - Skilled at determining training needs and developing interactive classroom and web-based Instructor-led courses on Social Media Marketing including role-playing, simulations, team exercises, group discussion, and video. - Excellent communication skills; comfortable presenting, motivating, and influencing training participants in person, on live webcam and video. - Teaches tips, tricks, and techniques for students to produce their own web-based videos. - Traveling to present over 500 instructor-led public seminars, training, and workshops to small and large audiences of loan origination and real estate professionals with 20 to 100 plus attendees and a total of over 14,000 trained.
Area of knowledge and what I know well:
Linkedin | Training | Online | B2B & B2C Business Development | Mortgage | Real Estate | Corporate Trainer | Coaching
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@Gorm50 Thanks for your prompt and detailed reply! 2 questions - you said ""max'd out my 12% rate.  Can only assume you NEED the $$$ to supplement your income between age 64 and RMD date."  And correct NO pensions, etc. Only Roth, IRA and a taxable i...
chipleak 04-26-2021 10:52 AM
1
Reply
0
Kudos
2352
Views
MY QUESTION: >>> Should I begin to draw down the ROTH IRA first UNTIL I reach the AGE of 70 1/2 and then begin my required minimum distributions from the TRADITIONAL IRA? I recently retired (Age 64) and have begun to receive Social Security Benefits ...
chipleak 04-26-2021 08:59 AM
4
Replies
0
Kudos
2403
Views
@Gorm50 Thanks for your prompt and detailed reply! 2 questions - you said ""max'd out my 12% rate.  Can only assume you NEED the $$$ to supplement your income between age 64 and RMD date."  And correct NO pensions, etc. Only Roth, IRA and a taxable i...
chipleak 04-26-2021 10:52 AM
1
Reply
0
Kudos
2352
Views
MY QUESTION: >>> Should I begin to draw down the ROTH IRA first UNTIL I reach the AGE of 70 1/2 and then begin my required minimum distributions from the TRADITIONAL IRA? I recently retired (Age 64) and have begun to receive Social Security Benefits ...
chipleak 04-26-2021 08:59 AM
4
Replies
0
Kudos
2403
Views
@Gorm50 Thanks for your prompt and detailed reply! 2 questions - you said ""max'd out my 12% rate.  Can only assume you NEED the $$$ to supplement your income between age 64 and RMD date."  And correct NO pensions, etc. Only Roth, IRA and a taxable i...
chipleak 04-26-2021 10:52 AM
1
Reply
0
Kudos
2352
Views
MY QUESTION: >>> Should I begin to draw down the ROTH IRA first UNTIL I reach the AGE of 70 1/2 and then begin my required minimum distributions from the TRADITIONAL IRA? I recently retired (Age 64) and have begun to receive Social Security Benefits ...
chipleak 04-26-2021 08:59 AM
4
Replies
0
Kudos
2403
Views
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Date Registered ‎06-28-2017 03:17 PM
Last Visited ‎04-14-2022 12:14 PM
Total Messages Posted 2
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