Retirement Plan Investment Seminar (Free)

Overview

Join us with Spectrum Investment Advisors and top financial executives for the 21st Annual Retirement Plan Investment Seminar. In this half day program, earn four free continuing education credits and learn about:

• SECURE Act 2.0
• Fiduciary best practices
• Retirement plan design strategies & trends
• Economic & financial market insights
• Inspiration & motivation

Speakers:

Manuel Rosado, President & Partner, MBA
Manuel serves as President and Partner at Spectrum Investment Advisors, where he is instrumental in setting the firm's strategic direction and overseeing daily operations. As an industry expert with a deep understanding of fiduciary standards and behavioral finance, he has a proven track record of helping companies implement successful retirement programs. By applying these specialized concepts to investment management, Manuel delivers solutions that drive positive outcomes and long-term growth for the firm's clients.

Jonathan Marshall, CIO, CCO & Partner, MBA
As Chief Investment Officer and Partner, Jon leads the design of Spectrum's educational materials and oversees all analytical research, including the development of the firm's model portfolios. In his dual role as Chief Compliance Officer, he ensures strict adherence to all regulatory responsibilities. Guided by Warren Buffett's long-term investing philosophy, Jon is dedicated to building enduring client solutions and fostering a collaborative work environment. He is also the co-author of The American Tailwind, a book exploring Buffett's principles and the stories of 60 soldiers connected to the Spectrum team.

Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management will present an Economic & Financial Markets Review

Lt. Col. Robert J. Darling, USMC (Ret.) will discuss 24 Hours Inside the Bunker: Strategic Decision Making & Crisis Management. Drawing from his experience as a Presidential Pilot and White House Airlift Operations Officer during the 9/11 crisis, Lt. Col. Darling offers a rare look at the decision-making processes of America's highest leaders. He bridges the gap between military precision and corporate leadership to reveal essential behaviors for leading through chaos.