Spectrum & the Wisconsin Institute of CPAs  Presents:

The New Northern Location Retirement Plan Investment Seminar

Tuesday, October 23, 2018

Radisson Hotel & Conference Center

Green Bay, WI

7:30 a.m.      Registration

8:00 a.m.     Welcome  - Introductory Remarks

 James Marshall & Jonathan Marshall, MBA

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

8:10 a.m.      Retirement Plan Trends

 Manuel Rosado, MBA

 Vice President|Partner, Spectrum

8:30 a.m.     Retirement Plan Sponsor Legislative & Fiduciary Update

 Bradford Campbell

 Partner - DrinkerBiddle

9:20 a.m.     BREAK

9:30 a.m.     Economic & Financial Markets Review

 David Lebovitz

 Global Market Strategist - JPMorgan Asset Management

10:40 a.m.   BREAK

10:50 a.m.   From Wheelchair to Lambeau Leap

 LeRoy Butler

 Green Bay Packer Hall of Famer

12:00 p.m.  Closing Remarks

Autograph Session with LeRoy Butler to Follow

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