Turning 65 is a critical milestone for Americans in so many ways. There’s the need to enroll for Medicare as well as the possibility of initiating Social Security payments. Investors are looking to their advisors to address these topics as part of an overall retirement and estate plan.
Hans Schemmel is a Director for BNY Mellon | Pershing and oversees all aspects of the development and enhancement of the firm’s retirement and insurance-based solutions. He is also charged with managing Pershing’s Corestone® asset management account solutions and helping clients maximize efficiencies through asset consolidation efforts. As a key subject matter expert, Hans follows regulatory matters that impact these solutions and is a frequent speaker on these topics.