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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.
Registration is open through 06/19.
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2810 Golf Rd
Pewaukee, WI 53072
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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.
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.
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.
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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