Retirement Plan Investment Seminar (Free)
4.00 Credits
Member Price $0.00
Non-Member Price $0.00
Overview
Join us with Spectrum Investment Advisors and top financial executives for the 21st Annual Retirement Plan Investment Seminar. In this half day program, earn four free continuing education credits and learn about:
- SECURE Act 2.0
- Fiduciary best practices
- Retirement plan design strategies & trends
- Economic & financial market insights
- Inspiration & motivation
Jun 17, 2026
General Session
- Registration & Networking with Hot Breakfast
This session is available to registrants only.
General Session
- Welcome & Opening Remarks
Manuel Rosado, President, Spectrum Investment Advisors, Inc.Manuel Rosado
Manuel is a partner President of the firm, responsible for business development and retirement plan client supervision. He specializes in helping plan sponsors implement successful retirement programs by providing specialized knowledge of fiduciary standards and their application to the investment management process, as well as turning behavioral finance concepts into actionable solutions. Manuel has been in the retirement plan industry since 1999 and has been a speaker and panelist on retirement plan fiduciary and participant education topics at several industry conferences including the PLANSPONSOR National Conference. He has been a panelist for PlanAdviser National Conference and PlanSponsor National Conference on topics ranging from plan sponsor fiduciary needs, participant education vs. advice and investment diversification. Manuel earned a degree in Business Administration from Taylor University and currently serves on the Board of Trustees of the university. He also earned an MBA degree in Finance from Concordia University-Wisconsin.
Jonathan Marshall
Jon is a partner and chief investment officer of the firm as well as the lead designer of the retirement plan educational material. He is responsible for the analytical research of investments and is also the chief compliance officer, in charge of overseeing all of the firm’s regulatory responsibilities. Jon earned a BS in Economics from UW-Lacrosse and an MBA in Finance from DePaul University. Jon has been in the retirement plan industry since 2003 and holds the Investment Adviser Representative license (Series 65). He is also a member of Wisconsin Retirement Plan Professionals Ltd. As Chief Investment Officer and Partner, Jon leads the design of Spectrum’s educational materials and oversees all analytical research, including the development of the firm’s model portfolios. In his dual role as Chief Compliance Officer, he ensures strict adherence to all regulatory responsibilities. Guided by Warren Buffett’s long-term investing philosophy, Jon is dedicated to building enduring client solutions and fostering a collaborative work environment. He is also the co-author of The American Tailwind, a book exploring Buffett’s principles and the stories of 60 soldiers connected to the Spectrum team.
This session is available to registrants only.
General Session
- Economic & Financial Markets Review
Emily Roland, Co-Chief Investment Strategist, John Hancock Investment ManagementEmily Roland
Emily is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the country. She has been featured on CNBC and Bloomberg TV, and is quoted frequently in the financial press, including the Wall Street Journal, Barron’s, and the Associated Press. She is a highly rated keynote speaker at a variety of industry conferences and events. Emily leads the development of John Hancock Investments’ flagship quarterly market outlook publication, Market Intelligence. In doing so, she oversees the firm’s investment committee, which sets the view by marrying insight from the firm’s global network of asset managers, independent research firms, broker-dealers, and banks with top-down fundamental and macro analysis.Emily develops and delivers market and economic insights to financial advisors and institutional investors nationwide. A frequent contributor to CNBC and Bloomberg TV, she is often quoted in The Wall Street Journal and Barron’s and serves as a premier keynote speaker at industry conferences. Emily leads the development of John Hancock Investments’ flagship publication, Market Intelligence, where she marries global network insights with top-down fundamental analysis. With over 20 years of experience, including roles at GMO and the Boston Stock Exchange, she holds an MBA from Boston College and the CIMA designation.
This session will provide a market and economic update, explore investment strategies for retirement plans, and a Q&A session
This session is available to registrants only.
General Session
- Command Through Chaos: High-Stakes Leadership from the 9/11 Bunker
Lt. Col. Robert Darling, USMC (Ret.), CEO, Flash Emergency Management LLCLt. Col. Robert Darling
Lt. Col. Robert J. Darling offers a rare look into high-stakes leadership through his presentation, 24 Hours Inside the Bunker. Drawing on his experience as a Presidential Pilot for Bill Clinton and a White House Airlift Operations Officer during the 9/11 attacks, he provides firsthand accounts of managing logistics alongside the country’s highest leaders during a national crisis. By bridging the gap between military precision and corporate strategy, Lt. Col. Darling reveals the essential behaviors required to lead through chaos and make critical decisions under extreme pressure.
Lt. Col. Robert J. Darling, USMC (Ret.) will discuss 24 Hours Inside the Bunker: Strategic Decision Making & Crisis Management. Drawing from his experience as a Presidential Pilot and White House Airlift Operations Officer during the 9/11 crisis, Lt. Col. Darling offers a rare look at the decision-making processes of America’s highest leaders. He bridges the gap between military precision and corporate leadership to reveal essential behaviors for leading through chaos.
This session is available to registrants only.
General Session
- Closing Remarks
Manuel Rosado, President, Spectrum Investment Advisors, Inc.Manuel Rosado
Manuel is a partner President of the firm, responsible for business development and retirement plan client supervision. He specializes in helping plan sponsors implement successful retirement programs by providing specialized knowledge of fiduciary standards and their application to the investment management process, as well as turning behavioral finance concepts into actionable solutions. Manuel has been in the retirement plan industry since 1999 and has been a speaker and panelist on retirement plan fiduciary and participant education topics at several industry conferences including the PLANSPONSOR National Conference. He has been a panelist for PlanAdviser National Conference and PlanSponsor National Conference on topics ranging from plan sponsor fiduciary needs, participant education vs. advice and investment diversification. Manuel earned a degree in Business Administration from Taylor University and currently serves on the Board of Trustees of the university. He also earned an MBA degree in Finance from Concordia University-Wisconsin.
Jonathan Marshall
Jon is a partner and chief investment officer of the firm as well as the lead designer of the retirement plan educational material. He is responsible for the analytical research of investments and is also the chief compliance officer, in charge of overseeing all of the firm’s regulatory responsibilities. Jon earned a BS in Economics from UW-Lacrosse and an MBA in Finance from DePaul University. Jon has been in the retirement plan industry since 2003 and holds the Investment Adviser Representative license (Series 65). He is also a member of Wisconsin Retirement Plan Professionals Ltd. As Chief Investment Officer and Partner, Jon leads the design of Spectrum’s educational materials and oversees all analytical research, including the development of the firm’s model portfolios. In his dual role as Chief Compliance Officer, he ensures strict adherence to all regulatory responsibilities. Guided by Warren Buffett’s long-term investing philosophy, Jon is dedicated to building enduring client solutions and fostering a collaborative work environment. He is also the co-author of The American Tailwind, a book exploring Buffett’s principles and the stories of 60 soldiers connected to the Spectrum team.
This session is available to registrants only.
Non-Member Price $0.00
Member Price $0.00