Spectrum Investor® Coffee House Educational Series

Estate Planning Now – Mark Shiller, Attorney

Wednesday May 9th, 2018

9:30 am - 11:00 am (Brunch) or 12:00 pm - 1:30 pm (Lunch) 

Please RSVP by Wednesday, May 2, 2018 

Mark Shiller, Certus Legal Group, Ltd. and Spectrum Investment Advisors are unaffiliated

 

WICPA & Spectrum Presents

The 13th Annual Retirement Plan Investment Seminar

Co-sponsored with the WICPA

Wednesday June 20th, 2018 - Ingleside Hotel (formerly the Country Springs Hotel), Pewaukee, WI

​Digital materials will be available 1 week prior to the event.  Please check back

Seminar Agenda:

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

 Vice President|Partner, Spectrum

8:45 a.m.    8,000 Days: An Entire Phase of Your Life Waiting to be Invented

Julie Genjac

 Managing Director of Strategic Markets - Hartford Funds

9:35 a.m.    BREAK

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

Bruce Johnstone, CFA

 Managing Director & Sr. Marketing Investment Strategist, Fidelity Investments

10:55 a.m.    BREAK

11:05 a.m.    Lean Forward, Fight Hard

John Wayne Walding

 Decorated Green Beret

12:15 p.m.    ADJOURNMENT

 


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, Julie Genjac, Hartford Funds, Bruce Johnstone, Fidelity Investments and John Wayne Walding are all unafilliated.  
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