Judson Forner

Judson Forner
CFP® CRPC®

DIRECTOR – INVESTMENT MARKETING

RESPONSIBILITIES AT VALMARK SECURITIES

Director, Investment Marketing – Responsible for annuity product lines including carrier relationship management, research, case analysis and design, product recommendations, advanced sales concepts and member office education and support

CAREER HIGHLIGHTS

Registered Representative at Lincoln Financial Advisors – Responsible for financial planning including comprehensive analysis in the areas of retirement planning, investment planning, personal risk management, estate planning and business succession planning

Personal Banker at Chase Bank – Responsible for qualifying, acquiring and cultivating new bank relationships for deposits, investments and lending instruments with an emphasis on affluent clients

Speaking Engagements
Ursuline College – Stress Management, Money Management, (March 2013)
The Ohio State University – Orthodontic Practice Management, Financial Planning, (February 2014)
ValMark Securities – School of Excellence, Annuities Session, (2012-2013)
ValMark Securities – School of Life, Annuities Session, (2013)

Industry Quotation
Investment News (Various)

EDUCATION, DESIGNATIONS & PROFESSIONAL AFFILIATIONS

Undergraduate – The Ohio State University – Business Administration/Finance, Cum Laude
FINRA Series 6, 7, 24, & 66 licenses
Ohio Life, Health, and Variable licenses
CERTIFIED FINANCIAL PLANNERTM
CHARTERED RETIREMENT PLANNING COUNSELORSM

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