13th Annual Retirement Plan Investment Seminar

13th Annual Retirement Plan Investment Seminar

13th Annual Retirement Plan Investment Seminar


7:45 a.m. 
Registration & Networking Breakfast

8:15 a.m.  
Welcome & Introductory Remarks
James Marshall, President/Founder, Spectrum Investment Advisors
Jonathan Marshall, MBA, Chief Investment Officer, Spectrum Investment Advisors

8:25 a.m. 
Retirement Plan Trends
Manuel Rosado, MBA, AIF®, Vice President/Partner, Spectrum Investment Advisors

Manuel, from nationally recognized Spectrum Investment Advisors, will discuss effective participant communication strategies that plan sponsors can implement to simplify the investment decision-making process for their employees.

8:45 a.m. 
8,000 Days: An Entire Phase of Your Life Waiting to be Invented
Julie Genjac, Managing Director, Strategic Markets, Hartford Funds

Based on research conducted at MIT’s School of Engineering AgeLab, Stephen, Managing Director of Strategic Markets at Hartford Funds, will explain how to rethink the way you prepare for retirement by focusing on four phases of life, broken down into 8,000 day segments. 

9:35 a.m. 

9:45 a.m. 
Economic & Financial Markets Review 
Bruce Johnstone, CFA, Managing Director & Senior Marketing Investment Strategist, Fidelity Investments

Bruce, in his 5th speaking appearance at the Retirement Plan Investment Seminar, will conduct a market and economic review, providing a current picture of the financial markets and discuss investment strategies within retirement plans.

10:55 a.m. 

11:05 a.m. 
Lean Forward, Fight Hard
John Wayne Walding, Decorated Green Beret

John, retired Green Beret, will provide a lesson in leadership, excellence, overcoming adversity and maintaining mission focus as he recounts the harrowing battle of Shok Valley on April 6, 2008, where he lost his leg to a sniper and yet returned fire for four more hours.  The incredible story of that six-hour fight is detailed in the book, No Way Out: A Story of Valor in the Mountains of Afghanistan. 

12:15 p.m. 
Closing Remarks 
James Marshall, President/Founder, Spectrum Investment Advisors

4.0 CPD Credits


Online registration for this course is currently closed. To register for this course, please call us at (262) 785-0445.

Member Price


Nonmember Price


Wednesday, June 20

8:15am to 12:15pm (Check-In 7:45am)

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The Ingleside Hotel

2810 Golf Rd
Pewaukee, WI 53072

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