We are pleased to invite you to participate in our free Continuing Professional Education (CPE) events held throughout the month of December. Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization
Agenda:
When: December 17, 2024
1:00 – 1:05 pm – Intro and Housekeeping
1:05 – 1:55 pm – Qualified Retirement Plans (50 mins)
1:55 – 2:45 pm – Year-End WM Updates (50 mins)
2: 45 – 2:55 pm – BREAK
2: 55 – 3: 45 pm – Capital Markets Update (50 mins)
3:45 – 4:00 pm – Q&A
Prudent Processes and Initiatives to Create Thriving Qualified Retirement Plans (50 mins – 1 CPE)
Speakers:Tyler Brose and Miles Gibson
Description: In today’s rapidly evolving employment and regulatory landscapes, thoughtful decision-making, transparency, and consistency are just a few important factors that make for a thriving (and well-appreciated) qualified retirement plan program. This session will focus on what employers can do to ensure that their qualified retirement plan is compliant and competitive.
Learning Objectives: Identify the things that employers can (and must) do to ensure that their qualified retirement plan is compliant and competitive.
Year-End Wealth Management Stocking Stuffers (50 mins – 1 CPE)
Speaker: Dave Brinkman
Description: Various financial planning ideas for year-end consideration from our wealth management team
Capital Markets Update (50 mins – 1 CPE)
Speaker: Jason Staley
Description: We’ll be covering a recap of capital markets performance and the current state of private markets.
Learning Objectives: Identify whether a regime change has begun to take shape in the markets
Delivery Method: Group Internet (Live) or Self Study (On-demand)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Fields of Study: Specialized Knowledge
Contact (Registering/Technical Issues): Lindsay Sherrill
