Tag: Webinar

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.

January 2019 Plan Sponsor Webinar

Click here to register for 2019 – What’s in Store For the Year Ahead?
Thursday, January 31st
at 11:00 AM ET / 10:00 AM CT / 9:00 AM MT / 8:00 AM PT

We hope that you will join us for our first webinar of 2019. Robert Wagner (Chief Investment Officer for
SRP) and Jim Robison (Managing Director, Great Lakes) will share a review of 2018 and the major
financial trends expected for 2019.

If you are interested in the impact of Government Shut Down and Political Turmoil, Trade Conflict, Fed
Policy, and the overall Economy then this is a can’t miss webinar.

New Participant Education Webinar Series for 2019!

Plan Sponsors:  The following message is intended for you as well as the participants within your retirement plan.  Will you please help us share the great news about the 2019 Participant Webinar Series by forwarding this announcement to you participants and eligible employees?  Thank you!

Dear Valued Retirement Plan Participants:

We meet with you, our MVPs (Most Valuable Participants), for group meetings and one-on-ones and have helped many of you enroll in a 401(k) for the first time. We’ve strategized about your retirement goals and encouraged you to keep saving, even during stressful financial situations. As a result, we’ve delighted in celebrating many retirements along the way. At SRP, we take pride in truly understanding what your needs and goals are, as well as what questions and concerns you may have during your retirement planning journey. We have valuable knowledge and we want to continually share it with you! Our upcoming Participant Webinar series will make it possible to share information and deepen our relationship with you, our MVPs.

Retirement Plan Participants:  Please join us on Tuesday, February 5th at 1:00 pm EST / 12:00 pm CST for our first webinar: “The Market Is Down, Now What?!” Click here to register. 

A rocky few months for the stock market has created worry among investors, and it’s not over yet. Many investors opened their 2018 year-end 401(k) statements and did not like what they saw and may be worried about what’s to come in 2019. You may be asking:

“Should I adjust my contributions?” “Should I change my investments?” “How does my age factor in?” “What do I need to know during times of market volatility?”

Join Greg Gavran (Managing Director, Wisconsin) and Sarah Krapec (Director of Participant Education) for a 30-minute webinar to address your most pressing questions related to the ups, and especially the downs, of today’s market. We’ll discuss target date funds, age considerations as well as explore when “staying the course” really makes sense.

November 2018 Webinar

Join us for our next webinar, “Employee Financial Wellness Without Breaking the Benefits Bank.” Click here to register for Wednesday, November 14, 2018 at 10:00 AM Eastern/7:00 AM Pacific or here to register for Thursday, November 15, 2018 at 2:00 PM Eastern/11:00 AM Pacific.

Americans need to save for retirement and employer sponsored defined contribution plans are intended to make that task easier. BUT retirement is not the only financial burden that needs their attention. Proactive plan design can help your employees improve their financial wellness and get them on the road to retirement readiness.

With that in mind, we don’t live in a world of unlimited budgets. Join SRP Managing Director Phil Senderowitz, CFA, CFP® for a discussion of cutting edge plan design concepts that go beyond the traditional automatic enrollment and automatic escalation and stay within the bounds of limited benefits budgets.

October 2018 Webinar

Join us on Monday, October 22, 2018 at 1:00 PM CST for our webinar “DC and the States Set Their Sights on Retirement Plans: What Could It Mean For You?” Click here to register.

The Honorable Bradford P. Campbell will be presenting – DC and the States Set Their Sights on Retirement Plans: What Could It Mean For You?

Mr. Campbell is a nationally-recognized figure in employer-sponsored retirement plans. He served as Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration from 2006-2009 (nominated by President George W. Bush). As ERISA’s former “top cop” and primary Federal regulator, he provides unique insight and knowledge across a broad range of ERISA issues, and also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. Brad Campbell is sponsored by T. Rowe Price.

SRP will be offering 1 hr of SHRM CE for attending this webinar.