Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning.
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Special Guest: Steven Calandra, VP Nationwide Retirement Institute
Steven Calandra CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 years
of financial industry experience. As a Vice President for the Nationwide Retirement Institute, Steven
is dedicated to educating financial professionals, clients, plan sponsors and plan participants
about the latest in retirement income planning trends. He focuses on implementing practical and
comprehensive retirement income solutions as well as stimulating the thinking and actions of
professionals as they navigate the changing world of retirement.
Steven annually addresses thousands of financial professionals, clients and plan participants, carefully
customizing his sessions to meet the needs of each group. His areas of focus include Social Security
benefits, Medicare coverage, long-term care and retirement income planning. Steven’s polished style,
engaging message and proven ability as a consummate business professional assures a top-notch
engagement every time.
Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra Capital
Markets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmerica
in its independent broker-dealer channel covering the Northeast. Earlier in his career, he was
groomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plans
and variable life insurance. He has vast experience managing, coaching and motivating teams and
has helped develop core product marketing.
Visit: https://www.nationwide.com/