Spectrum & the Wisconsin Institute of CPAs  Presents:

The Northern Retirement Plan Investment Seminar

Wednesday, October 23, 2019

Bridgewood Resort Hotel & Conference Center

Neenah, WI

7:30 a.m.      Registration Opens

8:00 a.m.     Welcome  - Introductory Remarks

James Marshall & Jonathan Marshall, MBA

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

8:10 a.m.      Retirement Plan Trends

Manuel Rosado, MBA

President|Partner, Spectrum

8:30 a.m.     8,000 Days: An Entire Phase of Your Life Waiting to be Invented

John Diehl, CFP, CLU, ChFC

Senior Vice President, Strategic Markets - Hartford Funds

9:20 a.m.     BREAK

9:30 a.m.     The Anatomy of a Recession:                                                                                            What to Look for and Where We're Headed

Bayley Davis

 Senior Portfolio Specialist - ClearBridge Investments

10:40 a.m.   BREAK

10:50 a.m.   Building Leadership at All Levels

Craig Schiefelbein

Chief Observation Officer & Author - Observation Tower

12:00 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, Hartford Funds, ClearBridge Investments and Craig Schiefelbein are all unafilliated.  
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