Retirement Plan Investment Seminar (Free)

Retirement Plan Investment Seminar (Free)

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
4.0 CPE Credits

Registration

Registration is open through 06/17.

Member Price

$0

Nonmember Price

$0

Wednesday, June 17

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 17th

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

8:15AM TO 8:30AM / General Session

Jonathan Marshall, CIO, Spectrum Investment Advisors, Inc.

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

8:30AM TO 9:15AM / General Session

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

This session will provide a market and economic update, explore investment strategies for retirement plans, and a Q&A session

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

Lt. Col. Robert Darling, USMC (Ret.), CEO, Flash Emergency Management LLC

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.

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12:10PM TO 12:15PM / General Session

Jonathan Marshall, CIO, Spectrum Investment Advisors, Inc.

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

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