View or edit your cart: 0 items
The retirement plan investment seminar incorporates fiduciary best practices, retirement plan design strategies, financial wellness, timely market and economic insights, and human-interest stories.
Registration is open through 11/02.
Add to Calendar
325 S Moorland Rd
Brookfield, WI 53005
Map and Directions
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 sponsors.
Bruce, in his 6th 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.
Based on his 20 years with the Walt Disney World Company, along with many years of consulting with organizations around the world, Dennis will present a “how -to” for creating a service-driven culture, providing you with strategic tools that can be used to raise the bar of service throughout your organization, resulting in “walk-through-fire” customer loyalty.
Add to Cart