Central Florida Estate Planning Council

Member of The National Association of Estate Planners & Councils (NAEPC)

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(407) 621-6271

March 15, 2018

Lina R. Storm, CLU, ChFC, MBA

Fundamentals of Distribution Planning for Retirement Plans

March 15, 2018

Proudly Sponsored by: David Vaughan Investments

Lina is responsible for advanced planning marketing strategy and provides field sales support relative to life insurance applications in wealth and business planning. Lina has an extensive background as an advisor, case consultant, industry thought leader, advisor’s coach, trainer, speaker, columnist and content marketer. More recently, Lina built and led award-winning marketing teams, with a focus on technology, social listening and analytics-driven platforms that drive customer value and engagement.

Lina received her B.A. from Trinity College in CT and an M.B.A. from Rensselaer Polytechnic Institute in New York.