Recent retirement planning surveys have discovered that financial planning is amongst the biggest sources of stress for Americans. Many employees are asking their employers to provide access to financial planning tools and resources as another benefit of employment.
Employers can choose to either avoid providing the assistance as in the past, or see this request as an opportunity to differentiate themselves from other employers. Join us to learn more about the variety of financial planning assistance available from the retirement planning industry and how to take advantage of the opportunity to become an employer of choice. Takeaways:
SpeakerScott Schwartz, NQPA
Senior Relationship Manager Spectrum Investment Advisors Scott is a senior relationship manager for Spectrum Investment Advisors, responsible for assisting plan sponsors with their fiduciary duties by conducting retirement plan investment reviews, employee educational meetings, and one-on-one investment consultations. He has been in the retirement services industry since 1994 and holds the Investment Adviser Representative license (Series 65). Prior to joining Spectrum, Scott’s work experiences focused on a broad array of retirement roles including record keeping, relationship management, and the creation and delivery of educational materials. Scott is a Board Member of Wisconsin Retirement Plan Professionals, Ltd. (WRPPL) and a member of the National Association of Plan Advisors (NAPA). Scott is a frequent presenter of retirement planning information to retirement industry panels and service organizations. |
Spectrum Investment Advisors 6329 West Mequon Road Mequon, WI 53092 Cost: Free - ISCEBS Chapter Members $20 - Non-ISCEBS Members Registration: Please click here to register by 6/19. Non-members will be led to the payment page. Members can disregard the payment page. Refund Policy: Please contact the chapter no later than one day before the event to receive a refund. Questions: Please email milwiscebs@gmail.com.
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