2024 Retirement Plan Investment Seminar (Free)

2024 Retirement Plan Investment Seminar (Free)

2024 Retirement Plan Investment Seminar (Free)

Overview

Join us with Spectrum Investment Advisors and top financial executivesfor the 19th Annual Retirement Plan Investment Seminar. In this half day you can earn free continuing education credits seminar and learn about:

  • SECURE Act 2.0
  • Fiduciary best practices
  • Retirement plan design strategies & trends
  • Improving participant outcomes with behavioral insight
  • Timely market and economic insights
  • Inspiration and motivation
4.0 CPE Credits

Registration

Registration is open through 06/14.

Member Price

$0

Nonmember Price

$0

Wednesday, June 19

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 19th

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

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

Jonathan Marshall, CIO, Spectrum Investment Advisors, Inc.

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

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

Jonathan Marshall, CIO, Spectrum Investment Advisors, Inc.

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

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

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

Jonathan Young, Senior National Accounts Manager, Capital Group

Jonathan Young, Capital Group's speaker on all things retirement, believes the six most powerful words in the English language are: "Let me tell you a story". He weaves humor, statistics, and insights drawn from over 30 years of experience to coach financial professionals to retirement plan success.

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

Matthew Miskin, 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.

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

Eric Larsen, Polar Adventurer, Expedition Guide & Educator

For the past 25 years, Eric has undertaken expeditions in some of the world's most challenging and remote environments. Holding the record for the most North and South Pole expeditions completed by any American, Eric brings a wealth of experience as an explorer, author, and expedition leader. He is also a cancer survivor, demonstrating remarkable resilience and strength. We invite you to join him on a journey through his inspiring story of trials and triumphs on the path less traveled.

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

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

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