WICPA
Menu
WICPA
Join Today and become a member
Learn about WICPA member benefits

View or edit your cart: 0 items Checkout

2023 Retirement Plan Investment Seminar (Free)

2023 Retirement Plan Investment Seminar (Free)

2023 Retirement Plan Investment Seminar (Free)

Overview

Join us with Spectrum Investment Advisors and top financial executives for a discussion of the SECURE Act 2.0, fiduciary best practices, retirement plan design strategies and trends, and timely market and economic insights at the 18th Annual Retirement Plan Investment Seminar.

Additionally, you will learn about MIT AgeLab's research on reframing retirement into four distinct phrases, providing a new way to visualize and prepare for the future.

To conclude the seminar, Captain Charlie Plumb, a former U.S. Naval Pilot and prisoner of war survivor, will share his amazing story, reminding each of us of the assets we oftentimes don't tap into until we're challenged.

4.0 CPE Credits

Registration

Registration is open through 06/07.

Member Price

$0

Nonmember Price

$0

Tuesday, June 13

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

Add to Calendar

Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions

Agenda

Tuesday, Jun 13th

7:45AM TO 8:15AM / General Session

Read More

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

Jonathan Marshall, CIO, Spectrum Investment Advisors, Inc.

Read More

8:25AM TO 8:35AM / General Session

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

Learn about current trends in the retirement plan industry, including the new adopted SECURE Act 2.0 legislation and what plan sponsors need to prepare for in the coming years.

Read More

8:35AM TO 9:15AM / General Session

Michael Lynch, Managing Director-Applied Insights, Hartford Funds

Hear the latest research from the MIT AgeLab about understanding the four retirement phases to help people visualize and prepare for life during their retirement years.

Read More

9:30AM TO 10:45AM / General Session

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

Receive a market and economic review that will provide a current picture of the financial markets and discuss investment strategies within retirement plans.

Read More

11:00AM TO 12:15PM / General Session

Charlie Plumb, USN Captain, Ret.

Shot down during a combat mission over North Vietnam, Captain Charlie Plumb survived almost six years as a prisoner of war and emerged to tell a tale of inspiring self-reliance. He draws on this experience to demonstrate how to turn the hard times each one of us face into assets in today's marketplace.

Read More

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

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

Read More

Register Now