Name: Heather Piskorz
Job Title: Advanced Markets Specialist - GamePlan Financial Marketing, LLC
Biography: As an Advanced Markets Specialist at GamePlan Financial, Heather is available to
support GamePlan agents within all areas of retirement planning strategies, including
qualified and non-qualified taxation comparison and distribution techniques, qualified
plan design including SEP, SIMPLE and 401(k) plans, and wealth transfer strategies
including the Stretch IRA, and beneficiary reviews.
Heather comes to GamePlan with over 12 years of experience in the retirement
planning and financial services industry. She specializes in training, strategic case
design and case consultation with an emphasis on qualifi ed plans, IRAs, and nonqualified annuities. Prior to joining GamePlan, Heather began her career in the
financial services industry at Franklin Templeton Group of Funds in Rancho Cordova,
California in the Retirement Plans division providing technical support to both
financial advisors and shareholders. After moving to Georgia, she spent the majority
of her career with AXA Advisors, LLC and the Equitable Life Assurance Society. Within
the Advanced Markets Group at AXA/Equitable, she focused on consulting with
financial advisors on qualified plan design, qualified distribution strategies including
wealth transfer strategies, non-qualified annuities, and annuity product support.
Heather has also traveled nationally to conduct seminars on common distribution,
wealth transfer strategies, including 72(t), 72(q), Roth Conversion and the Stretch
IRA. Heather is a cum laude graduate of the University of California, Davis with a
Bachelor of Arts in Psychology and a minor in Sociology.
GamePlan Financial Marketing, LLC and its representatives do not provide tax or legal advice. Consumers are encouraged to consult their tax advisor or attorney.