WP&BC Portland Chapter Online Webinar 

Anticipating the Unexpected

Karen Drancik
Senior Vice President
Neuberger Berman

Recorded on May 18, 2021

When individuals build a financial plan, it is often with specific goals in mind—such as a comfortable retirement, or paying for college. Insurance may be what we think of, rather than investment planning, when we consider the unexpected—but that may be an incomplete strategy. Creating an effective plan can make all the difference.

Anticipating the Unexpected is designed to help position the advisor as the family’s financial quarterback in creating a plan to help navigate the overall financial picture, investment portfolio, retirement income needs, annuity and life insurance coverage, long-term care and estate planning. The program also covers the Surviving Spouse Checklist, a 12-month guide to working with your advisor immediately following the death of a loved one.

Karen Drancik, Senior Vice President, joined the firm in 2006. Karen is a Business Development Advisor with the Neuberger Berman Advisor Institute. Previously, Karen was regional vice president and alternative investment specialist at Evergreen Investments, where she sold Hedge Fund of Funds, Private Equity, Managed Futures and Commodities funds. Karen has over 20 years of portfolio management and sales experience with firms such as Wachovia and Bank of America Capital Management. Karen received a BA in Political Science from the University of North Carolina at Chapel Hill.