Spectrum & the Wisconsin Institute of CPAs  Presents:

The 14th Annual Retirement Plan Investment Seminar

Wednesday, June 19, 2019

Ingleside Hotel

Pewaukee, WI

7:45 a.m.      Registration Opens

8:15 a.m.     Welcome  - Introductory Remarks

 James Marshall & Jonathan Marshall, MBA

 President/Founder, Spectrum -- Chief Investment Officer, Spectrum

8:25 a.m.      Retirement Plan Trends

 Manuel Rosado, MBA, AIF®

 Vice President|Partner, Spectrum

8:45 a.m.     Retirement Plan Sponsor Legislative & Fiduciary Update

 Will Hansen

 Chief Government Affairs Officer - American Retirement Association

9:35 a.m.     BREAK

9:45 a.m.     Economic & Financial Markets Review

 Brian Jacobsen, Ph.D, CFA, CFP®

 Senior Investment Strategist - Wells Fargo Asset Management

10:55 a.m.   BREAK

11:05 a.m.   Vision for Victory

Dr. Kevin Elko

Professional Inspirational Speaker, Author and Performance Consultant

12:15 p.m.  Closing Remarks

Please take a brief survey to help us improve future seminars!

Note: The information presented at this seminar by the above speakers is provided to the audience for educational purposes only.  It is not intended to be a recommendation to buy or sell any particular security and does not constitute an offer by the speakers to sell any security or financial product.  We urge investors to seek advice from their investment adviser and to follow the guidelines of their own investment policy statement. Spectrum Investment Advisors, WICPA, American Retirement Association, Wells Fargo Asset Management and Dr. Kevin Elko are all unafilliated.  
}); });