Megan Nielsen serves as an Vice President and Plan Advisor for Wealthspire’s Retirement Division. She brings with her 15 years of industry specific experience working in all areas of defined contribution plans, from plan design and administration to investment management and fiduciary compliance. She works with plan sponsors to ensure they comply with ERISA’s rigorous fiduciary standards. Additionally, she engages employees through both group and individual meetings. Megan has a strong passion for education which lends well to her ability to empower plan sponsors and individuals to achieve financial success. Her robust skill set encompasses creating and executing documented processes, tailored investment consulting, and ongoing fiduciary support. Megan has achieved industry certifications throughout her career, including Charter Retirement Plan Specialist and Certified Plan Fiduciary Advisor. She graduated from Manhattan College where she received her B.A. in Business Marketing and has passed the FINRA Series 6 (General Securities Representative), 65 (NASAA Investment Advisors Law Examination), and 63 (Uniform Securities Agent State Law Exam) exams.
I have been to management workshops, not leadership training. This has totally changed my perspective and encouraged me to propel forward in developing my skills.
I am honored and humbled to be a recipient of the Head Start WEST’s Legacy Scholarship. The scholarship helped me get one step closer to achieving my goal of becoming a Head Start Director.
I took part in The disproportionate impact of COVID 19, and how to provide “real” support for black/brown children and families and I just want to say this was an amazing webinar. I hope we can look forward to further conversation on this topic.
Thank you so much for making events like this! I really enjoyed and learned so much teaching strategies to implement STEM in the classroom.
The HR Network was an excellent opportunity to network and learn the best practices from other HR professionals within Head Start programs. You will be amazed by the level of talent and experience of the participants.
The Summer Camp training was powerful and inspiring! Each presenter was very engaging, it’s hard to even pick a favorite session!
The Leadership Challenge training was very relevant to my work as a Head Start leader! Great facilitation; stayed with the program yet allowed time for individual and small group reflections.
Regular price $12.00
Regular price $39.00
Questions? Contact us at headstartr9@region9hsa.org.
