Category: Upcoming Webinars

SRP October 2019 Plan Sponsor Webinar

Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness

Join us on Wednesday, October 19th at 10:00 AM PT/11:00 AM MT/12:00 PM CT/1:00PM ET. Click here to register!

Explore the fundamentals of a society that is grossly under-saving for retirement, the primary forces that are contributing, and the fundamental shift needed to get us back on track. Stig Nybo, will share lessons learned from the writing of “Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness;” on how to change saving behavior.

America is facing a monumental “retirement readiness” challenge that can only be overcome by changing the way America thinks about saving for retirement. We will begin by investigating why so many Americans are at risk of outliving their savings and the three critical forces impacting Americans’ preparedness: Longevity; Consumerism; and Leverage. Then move to the solutions that strive to help bring about the changes needed for individuals to reach a secure retirement: New system‐wide contextual drivers; baseline financial literacy: and renewed beliefs around saving vs. spending.

Throughout the presentation, Stig incorporates stories to illustrate key points and uses captivating examples from history to bring the message to life. He borrows from the wisdom of Gandhi, Walt Disney, Mark Twain, Margaret Mead, and even Robin Williams in the Dead Poets Society to make his point. Come enjoy a sobering, yet enjoyable session that aims to change the way you think about planning for retirement.

SRP September 2019 Plan Sponsor Webinar

Equipping Organizations to Win the War for Talent

Join us on September 11, 2019 at 8:30 AM PT / 9:30 AM MT / 10:30 AM CT / 11:30 AM ET. Click here to register.

Tom Chisholm, Managing Director Fulcrum Partners Chicago, and other senior members of the Fulcrum Partners team, will present: “Equipping Organizations to Win the War for Talent.” This insightful overview examines how nonqualified deferred compensation fits into the total rewards strategy of successful organizations.

With 13 offices, coast to coast and over $7 Billion in assets under management, Fulcrum Partners is one of the nation’s largest and leading executive benefits advisories. Wholly member owned, the firm functions independently, flexibly, and responsively. Fulcrum Partners’ clients include medium to large, publicly- and privately-held companies, many that have been clients of the firm’s managing directors for decades. Fulcrum Partners is an Independent Member of the BDO Alliance USA.

August 2019 Participant Webinar

Will you please share the following announcement within your organization by copying and pasting this to your participants?

Attention all Retirement Plan Participants and Eligible Employees! Register now for the next event in the 2019 SRP Participant Education Webinar Series!

One Dollar. One Percent. One Future You.
Can “ONE” really make a difference?
Whether you’re new to the 401(k) or simply want to review the benefits of saving within your workplace retirement plan, we invite you to join SRP’s Ann-Marie Sepuka (Managing Director – Houston) to discuss what makes these plans so valuable and break it down into the actual dollars and cents everyone can relate to. She’ll also explore the immense power of visualization, and help you get to know the person you’re saving for…the future you!

Plan Participants and Eligible Employees: Join us via webinar on Tuesday, August 6 @ 1:00 EST / 12:00 CST / 11:00 MST / 10:00 PST.
Register in advance: https://tinyurl.com/SRP3Q
Even if you cannot attend the meeting live, a recording will be made available to all registrants.

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an
SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL
Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment
adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although
all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing
obligations and limitations and may be able to provide differing products or services.

July 2019 Webinar

Join us for our Webinar
2019 HR Landscape:
What Every HR Professional Should Be Aware of For the Year Ahead

Register here – Tuesday, July16th
at 2:00 PM ET / 1:00 PM CT / 12:00 PM MT / 11:00 AM PT

Businesses are facing a complicated regulatory environment at both the federal and state level that puts them at risk for fines, penalties and lawsuits. Please join us for an informative and timely session covering the latest updates out of Washington and the state houses. The session will be followed by a Q&A.

Topics covered will include:

  • New Federal & State laws taking effect in 2019
  • An update on employment law trends and the government’s areas of focus in the new year
  • Potential legislation to be discussed
  • How your payroll provider can help with these changes

Our contributor for this webinar, MassPay, is SRP’s preferred HR services partner, focused on solving the most critical HR and payroll related problems for their clients so that they can focus on growing their business. This update will be lead by Paul Carelis, PHR, SHRM-CP, HR Division Leader at MassPay.

 

 

SRP does not provide legal or tax advice and we recommend that our clients consult an attorney or tax professional. We believe the information is accurate, however, we make no warranty or guarantee regarding the accuracy or reliability of the content. This information and the examples are provided general information and for illustrative purposes only. This is not intended to provide specific investment advice or recommendations for any individual.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and
limitations and may be able to provide differing products or services.

Please Join Us for a SRP Participant Education Webinar

 

Attention all SRP Retirement Plan Participants!

REGISTER NOW for the second event in the 2019 Participant Education Webinar Series!

As advisors we’re often asked questions like:

  • “How much is enough?”
  • “Will I ever save enough?” 
  • “When is enough really enough?!”

It’s important to identify your retirement savings goals so you know what you’re aiming for. These goals can vary greatly; there’s no “one size fits all” approach. SRP invites you, our Retirement Plan Participants, to join our advisors, Shannon Maloney (Managing Director, Michigan) and Lisa Petronio (Managing Director, Upstate New York) for a 30-minute live event where we’ll explore the realities and bust the myths of retirement goal setting. We’ll share tips on how to set realistic goals and, most importantly, take steps throughout your career to pursue them. Retirement Plan

Participants: Join our webinar on Tuesday, May 7 @ 1:00 EST / 12:00 CST / 11:00 MST / 10:00 PST.

Register in advance: https://tinyurl.com/SRP2Q

Even if you cannot attend the meeting live, a recording will be made available to all registrants.

 

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.