2022 Retirement Plan Investment Seminar (Free)

2022 Retirement Plan Investment Seminar (Free)

2022 Retirement Plan Investment Seminar (Free)

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, Steve Gilliland, a member of the Speaker Hall of Fame and one of the most in-demand and top-rated speakers in the world, will reveal how to navigate life’s turns when you’re suddenly headed on a course you never planned and into a future you never imagined.

4.0 CPE Credits

Registration

Registration is open through 06/15.

Member Price

$0

Nonmember Price

$0

Wednesday, June 15

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

Wednesday, Jun 15th

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

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 will discuss current trends in the retirement plan industry, including effective employee communication strategies that plan sponsors can implement to maximize plan results.

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8:45AM TO 9:35AM / General Session

Dave Sargent, Vice President, Fidelity Investments

Dave, Vice President at Fidelity Investments, will present results from the 2021 Plan Sponsor Attitudes Survey and discuss fiduciary best practices.

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

Emily Roland, Co-Chief Investment Strategist, John Hancock Investment Management

Emily 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

Steve Gilliland, Personal & Professional Development Expert, Steve Gilliland Inc.

Steve, a member of the Speaker Hall of Fame and one of the most in-demand and top-rated speakers in the world, will reveal how to navigate life’s turns when you’re suddenly headed on a course you never planned and into a future you never imagined.

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

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

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