Annual Retirement Plan Investment Seminar

Annual Retirement Plan Investment Seminar

Annual Retirement Plan Investment Seminar

Overview

Join these financial executives for a discussion of retirement plan trends, rethinking the way you prepare for retirement and timely market and economic insights.

Additionally, Craig Schiefelbein, Motivational Speaker and Chief Observation Officer at Observation Tower, will discuss strategies for building purpose and legacies that matter inside your organization. He will inspire employees to realize their own roles in driving organizational success.

4.0 CPD Credits

Registration

Registration is open through 10/23.

Member Price

$25

Nonmember Price

$25

Wednesday, October 23

8:00am to 12:00pm (Check-In 7:30am)

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Best Western Premier Bridgewood Resort Hotel

1000 Cameron Way
Neenah, WI 54956

Map and Directions

Agenda

Wednesday, Oct 23rd

7:30AM TO 8:00AM / General Session

8:00AM TO 8:10AM / General Session

James Marshall, Chairman & Ambassador, Spectrum Investment Advisors, Inc.

Jonathan Marshall, CIO, CCO & Partner, Spectrum Investment Advisors, Inc.

8:10AM TO 8:30AM / General Session

Manuel Rosado, President & Partner, Spectrum Investment Advisors, Inc.

Manuel, President and Partner at 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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8:30AM TO 9:20AM / General Session

John Diehl, Senior Vice President, Strategic Markets, Hartford Funds

Based on research conducted at MIT's School of Engineering AgeLab, John, Senior Vice President 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.

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9:30AM TO 10:40AM / General Session

Bayley Davis, Director, Senior Portfolio Specialist, ClearBridge Investments

Bayley, a Director and Senior Portfolio Specialist at ClearBridge Investments, a Legg Mason Company, will explain how he assesses the probability of recession from the perspective of 12 risk indicators and explain why the signals serve as effective warning signs as to the importance of the consumer in formulating his outlook.

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10:50AM TO 12:00PM / General Session

Craig Schiefelbein, Chief Observation Officer, Observation Tower, LLC

Craig Schiefelbein, Motivational Speaker and Chief Observation Officer at Observation Tower, will discuss strategies for building purpose and legacies that matter inside your organization. He will inspire employees to realize their own roles in driving organizational success.

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12:00PM TO 12:05PM / General Session

Jonathan Marshall, CIO, CCO & Partner, Spectrum Investment Advisors, Inc.

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