Webinars

Join our mailing list to get notified about upcoming webinars covering industry trends, fiduciary responsibility and cutting-edge technology that will keep you ahead. Many of the webinars also offer continuing education credit for Fi360, IWI, and CFP Board designations when you attend live.

Explore a few past webinars below to see what you can expect.

A Washington Update: What Retirement Professionals Need to Know

Kary Moore
Senior Corporate Counsel & SVP
Federated Hermes

Bradford Campbell
Partner
Faegre Drinker Biddle & Reath, LLP

August 11, 2022

In this session, gain regulatory insights and updates that impact the retirement landscape. Recent legislation and the DOL’s PTE 2020-02 re-interpretation are be covered, as well as the current status and potential future for ESG investing.

Effective Portfolio Inflation Hedges

Christopher M. O'Neill Ph.D., CFA, CFP®, FRM®, ChFC®
Managing Director, Chief Investment Officer and Director of Quantitative Research
Mesirow Fiduciary Solutions

 

Keith Gustafson, CFA
Managing Director of Asset Allocation & Retirement Income
Mesirow Fiduciary Solutions

July 28, 2022

This summer is hot and so is inflation! For many investment committees, plan sponsors and investors, this is the first time they have ever experienced uncomfortably high inflation impacting both goods and wages globally. This webinar will discuss the implications inflation has on creating effective asset allocation and glide path construction strategies. Presenters will examine alternative inflation hedges to help your clients navigate these uncertain times.

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Next Gen QDIAs – CITs, Models, Managed Accounts, and Other Customized Solutions

Vern Cushenbery, Founder, GoalPath Solutions, LLC

Greg Ash, ERISA Attorney, Spencer Fane

Kenneth J. Munro, National Sales Director, Empower

Toby Cromwell, Director, CIT Product Solutions, Broadridge

July 14, 2022

Though available for over a decade in a variety of forms customized QDIA solutions have been costly and time-consuming for the average advisor to implement. That is changing quickly allowing for even small plans to benefit from broad-scale customization. CITs for example which historically were used in only billion-dollar plans are today in over 75% of plans and for good reason. Listen in as we discuss what plan fiduciaries need to be thinking through to accommodate customized solutions including CITs, unitized models, and managed accounts.

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