2026 Retirement Plan Seminar

Agenda

7:45 am Registration Opens | Hot breakfast

Brookfield Conference Center

325 S. Moorland Rd. Brookfield, WI 53005

8:15 am | Welcome Remarks

Angelica Niemann | Marketing Manager

Spectrum Investment Advisors

Spectrum’s team will open the 21st Annual Retirement Plan Seminar with welcome remarks, celebrating three decades of innovation, partnership, and progress.

8:30 am | Retirement Plan Trends 

Manuel Rosado, MBA | President

Spectrum Investment Advisors

Manuel will open the discussion by framing the current retirement plan landscape and the importance for plan sponsors to stay ahead of evolving trends, regulatory changes, and fiduciary expectations. He will highlight how today’s environment requires a more proactive and disciplined approach—balancing compliance, benchmarking, and participant outcomes while incorporating key developments such as SECURE 2.0 provisions. The session will set the stage for practical insights to help sponsors strengthen governance, manage risk, and improve overall plan effectiveness.

• Plan trends shaping the market

• SECURE 2.0 implications

• Governance & participant outcomes

• Regulatory & fiduciary responsibilities

• Benchmarking & plan evaluation

9:15 am | Break

Spectrum Update

Jonathan Marshall, MBA | Chief Investment Officer

Spectrum Investment Advisors

Jon will share his insights with attending the annual Berkshire Hathaway Shareholders Meeting, the long and rewarding journey of writing a book "The American Tailwind," and how Colors Simplify Investing^® helps to shape long-term outlooks.

9:30 am | Economic & Financial Markets Review

Emily Roland, CIMA | Co-Chief Investment Strategist

John Hancock Investment Management

Emily develops and delivers market and economic insights to financial advisors and institutional investors nationwide. A frequent contributor to CNBC and Bloomberg TV, she is often quoted in The Wall Street Journal and Barron’s and serves as a premier keynote speaker at industry conferences. Emily leads the development of John Hancock Investments’ flagship publication, Market Intelligence, where she marries global network insights with top-down fundamental analysis. With over 20 years of experience, including roles at GMO and the Boston Stock Exchange, she holds an MBA from Boston College and the CIMA designation.

This session will provide Q&A at the end of her presentation. 

10:45 am | Break

11:00 am | Real Lessons in Crisis Leadership & Decision Making

LT. Col. Robert Darling | Motivational Speaker

United States Marine Corps

Lieutenant Colonel Darling retired from the United States Marine Corps with just over twenty years of active duty service in October 2007. He flew Cobra attack helicopters in Desert Shield and Desert Storm during the first Gulf War and in Somalia, Africa in support of Operation Restore Hope. In June 1998, he was selected to fly as a presidential pilot with Marine Helicopter Squadron One and in October 2000, he was selected to work for The White House Military Office, Airlift Operations Department. It was in that capacity that, then Major Darling supported the President, Vice President and National Security Advisor in the Presidential Emergency Operations Center (PEOC) on September 11, 2001.

At the urging of family, friends, and colleagues to share his witness to American history, Bob wrote his memoir, “24 Hours Inside the President’s Bunker, 9/11/01: The White House. He continues to share his personal experience and knowledge of crisis leadership with many military, corporate, and university audiences nationwide. He is the President of Quantitative Analytics, LLC, an aviation operations and logistics consulting company located in Stafford, Virginia.

12:15 pm Closing Remarks

Manuel Rosado, MBA, President - Spectrum Investment Advisors 

Please stop by the Registration Desk to pick up your complimentary CE certificate.

Seminar Overview | June 17 | 8:15 AM – 12:15 PM

Thank you for joining Spectrum Investment Advisors & WICPA for the 21^st Annual Retirement Plan Investment Seminar. In this half day, you can earn free continuing education credits seminar and learn about:

• Emerging Retirement Plan Trends

• Fiduciary Best Practices

• Optimizing Retirement Outcomes

• Effective Committee Strategies

• Market & Economic Outlook

• Inspiration & Growth

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.

To conclude the seminar, Retired Marine Corps Lt. Col. Robert Darling will take the stage to share Real Lessons in Crisis Leadership & Decision Making. He will talk about his experiences on September 11, 2001 inside the White House bunker, where he worked alongside Vice President Dick Cheney and National Security Advisor Condoleezza Rice.

Thank you for attending!

Disclosures:

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.