Jim Westrum is the executive director of finance and business with the Wayzata Public Schools located in Minneapolis St. Paul, Minnesota. His primary role is to act as the district's CFO and assist in making sure that they are aligned with their mission and vision when looking at employee compensation strategies. Jim has had success with TRAK while working with collective bargaining to educate, bring clarity and ultimately buy-in from employees. With his position, and not being an agent himself, he brings a different perspective to 403(b) advisors.
07/14/20 • 25 min
Grow Retire Ready Clients - Jim Westrum | Wayzata Public Schools ISD 284
Transcript
Ed Dressel: 0:03
Welcome to another podcast with RetireReady Solutions. This is Ed Dressel and today I'm excited to bring a different perspective to the table. Jim Westrum is with the school district out of Minneapolis and has a different perspective for 403(b) advisors on what an advisor brings to the table and what they're looking forward to, and some of their internal processes. Jim, would you go ahead and introduce yourself?
Jim Westrum: 0:24
Than
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