Annual Retirement Plan Investment Seminar

Annual Retirement Plan Investment Seminar

Annual Retirement Plan Investment Seminar

Overview

Join these financial executives for a discussion of fiduciary best practices, retirement plan design strategies and timely market and economic insights. Author and inspirational speaker Dr. Kevin Elko will discuss the importance of learning to live in your vision, and not your circumstances, by providing a five-step system for creating solutions to problems that will help you achieve what is truly important in life.

4.0 CPD Credits

Registration

Registration is open through 06/19.

Member Price

$25

Nonmember Price

$25

Wednesday, June 19

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

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The Ingleside Hotel

2810 Golf Rd
Pewaukee, WI 53072

Map and Directions

Agenda

Wednesday, Jun 19th

8:15AM TO 8:25AM / General Session

James Marshall, President/Founder, Spectrum Investment Advisors, Inc.

Jonathan Marshall, Chief Investment Officer/Partner, Spectrum Investment Advisors, Inc.

8:25AM TO 8:45AM / General Session

Manuel Rosado, Vice President/Partner, Spectrum Investment Advisors, Inc.

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.

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8:45AM TO 9:35AM / General Session

Will Hansen, Chief Government Affairs Officer, American Retirement Association

Will, an experienced employee benefits executive and public policy advocate at the federal, state and local levels for large employers in their role as a sponsor of benefit plans, will provide a regulatory outlook and fiduciary impact to plan sponors.

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9:45AM TO 10:55AM / General Session

Brian Jacobsen, Senior Investment Strategist, Wells Fargo Asset Management

Dr. Jacobsen, frequent guest on national and international television and radio networks, will conduct a market and economic review, providing a current picture of the financial markets and discuss investment strategies within retirement plans.

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11:05AM TO 12:15PM / General Session

Kevin Elko, Author and Performance Consultant

Dr. Elko, author of the books: Nerves of Steel, The Pep Talk, True Greatness, and Touchdown, will discuss the importance of learning to live in your vision, and not your circumstances, by providing a five-step system for creating solutions to problems that will help you achieve what is truly important in life.

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12:15PM TO 12:20PM / General Session

James Marshall, President/Founder, Spectrum Investment Advisors, Inc.

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