21st Annual Retirement Plan Seminar

Join Spectrum Investment Advisors & WICPA for the 21st 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!

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  | Spectrum Investment Advisors – Welcome Remarks

• Manuel Rosado | Spectrum Investment Advisors – Current Retirement Plan Trends & Participant Outcomes

• Emily Roland | John Hancock – Balancing Compliance, Benchmarking & Participant Outcomes

• Robert Darling | Retired Marine Corps Lt. Col. – Real Lessons in Crisis Leadership & Decision Making

  On September 11, 2001, Retired Marine Corps Lt. Col. Robert Darling was inside the White House bunker as the attacks unfolded. Hear his firsthand lessons on crisis leadership and decision-making during one of the most pivotal days in U.S. history.

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.

WICPA, John Hancock, and Robert Darling 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.