Annual Retirement Plan Investment Seminar (Free)

Annual Retirement Plan Investment Seminar (Free)

Annual Retirement Plan Investment Seminar (Free)

Overview

The retirement plan investment seminar incorporates fiduciary best practices, retirement plan design strategies, financial wellness, timely market and economic insights, and human-interest stories.

Major Topics:

  • Retirement plan trends and financial wellness
  • Retirement plan sponsor legislative and fiduciary update
  • Economic and financial markets review
  • Delivering world-class customer service: lessons from the mouse
4.0 CPE Credits

Registration

Registration is open through 11/02.

Member Price

$0

Nonmember Price

$0

Tuesday, November 2

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

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Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions

Agenda

Tuesday, Nov 2nd

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

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

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

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

Manuel Rosado, 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

William Hansen, Chief Government Affairs Officer, Plan Sponsor Council of America

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.

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

Bruce Johnstone, Mng. Director & Sr. Mrktg. Investment Strategist, Fidelity Investments

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.

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

Dennis Snow, President, Snow Associates, Inc.

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.

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

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

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