SALT LAKE CITY, UT, MARCH, 2019 — James Westermeyer, Managing Partner/Family Wealth Advisor at Spectrum Wealth Partners and registered representative of Lincoln Financial Advisors Corp., was selected to speak at Lincoln’s 50 th Anniversary Spring Forum for a nationwide network of over 400 planners within Lincoln Financial. The annual meeting took place in Salt Lake City, UT, March 4th through the 8th, 2019. The goal of Spring Forum is to collaborate, share intellectual capital to help drive practice development among advisors and provide industry-leading service to clients.
James’s presentation focused on the six risks of Financial Independence Planning. Retirement is not an event, rather a transition from accumulation to distribution. James discussed the importance of proper timing of this transition and of planning ahead to maintain retirement lifestyle. James was selected as a Super Session Presenter on this topic based on his expertise and long-running success in helping clients prepare and execute Financial Independence Planning.
With more than 20 years in the financial services industry, James was a founding partner of Spectrum Wealth Partners in 2012. Prior to joining Spectrum, James served as a Private Wealth Advisor with Sagemark Consulting from 1997 to 2012. James is part of the Financial Planning Association, Business Intelligence Institute, Estate Planning Council, and Million Dollar Round Table associations. He is also a Premier Partner with Lincoln, a Legacy Certified Advisor, and a Lifetime Board Member of The Resource Group, an invitation-only, nationwide network of the top 200 planners within LFA.
James attended Oklahoma State University in Stillwater, Oklahoma. He holds a Bachelor of Science Degree in Accounting and Finance, along with his Series 7, Series 24, and Series 63 licenses.