Education is a critical part of our client relationships, which is why we provide a quarterly Spectrum Investor® Newsletter with important information that you should know whether you're a plan sponsor, a retirement plan participant, or an individual investor. Timely economic research, combined with our professional investment advice makes our quarterly newsletter and related links a valuable resource in helping to improve your investment outlook no matter what stage of life you're in.
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EVENTS
RETIREMENT PLAN INVESTMENT SEMINAR JUNE 13, 2023

18th Annual Retirement Plan Investment Seminar
Agenda
Retirement Plan Trends
Manuel Rosado, MBA - President, Spectrum Investment Advisors
8,000 Days: Envisioning Retirement in a New Way
Mike Lynch, Managing Director of Applied Insights, Hartford Funds
Economic & Financial Markets Review
Emily Roland, CIMA - Co-Chief Investment Strategist, John Hancock
Tough Choices in Challenging Times
Charlie Plumb, Former Navy Fighter Pilot, Prisoner of War, and Motivational Speaker
WEBINARS


Recording with Bradford Campbell
Partner, Faegre Drinker
- Legislative Update Presentation
- 6 Steps for Managing Fiduciary Risk
- Plan Sponsor Fiduciary File Checklist

Recording with Dr. Brian Jacobsen, CFA®
Senior Investment Strategist, Allspring Global Investments

Recording with Dr. David Kelly, CFA®
Chief Investment Strategist, JPMorgan Asset Management

Recording with Dr. Poland & Dr. Jacobsen, CFA
Vaccine Research Director, Mayo Clinic &
Chief Portfolio Strategist, Wells Fargo

Recording with Scott Schwartz

Vice President, American Century Investments

Founder and CEO, Poland & Associates
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.