20th Annual Retirement Plan Seminar

Join Spectrum Investment Advisors & WICPA for the 20th Annual Retirement Plan Investment Seminar.

Earn four free continuing education credits in this half-day seminar designed for retirement plan professionals. Gain valuable insights into current retirement plan trends, stay ahead with an economic and financial markets review, and enhance your fiduciary oversight with prudent practices for plan committees. Don't miss this rare opportunity to expand your expertise—at no cost!

Download the Complete Seminar Slide Deck

What You’ll Learn:

• Emerging Retirement Plan Trends – Stay informed on the latest developments

• Fiduciary Best Practices – Strengthen your oversight strategies

• Optimizing Retirement Outcomes – Industry trends and policy evolution

• Effective Committee Strategies – Improve governance and decision-making

• Market & Economic Outlook – Understand what’s ahead for investments

• Inspiration & Growth – Gain motivation from a world-class speaker

Featured Speakers:

• Jonathan Marshall & Manuel Rosado | Spectrum Investment Advisors

• Emily Roland | John Hancock – Economic & Financial Markets Review

• Matt Sommer | Janus Henderson – Financial Exploitation: What You Need to Know

• Will Hansen | Plan Sponsor Council of America (PSCA) – Optimizing Retirement Outcomes

• Scott Burrows | Motivational Speaker – Vision, Mindset, and Grit

Event Schedule

• 7:45 am registration & breakfast

• 8:15 am opening remarks

• 12:15 pm closing remarks

Special Note: If you are interested in earning CPE credits from the WICPA, please register using their event site. HERE.

WICPA, John Hancock, Plan Sponsor Council of America (PSCA), and Scott Burrows are not affiliated with Spectrum Investment Advisors.

For CPE credits, please call the CPE Department at 800-772-6939 or register through the WICPA Website.

Professional Development Credits (PDCs) program is valid for the SHRM-CPSM or SHRM-SCPSM / The use of the official HRCI seal confirms that this activity has met HR Certification Institute's® criteria for recertification credit pre-approval.