Wednesday, October 2, 7:45am - 12:45pm (CDT)
Please join us at our new location, Golden Valley Country Club, on Wednesday, October 2nd for our 7th Annual 401k Summit.
This 1/2 day event is a chance for our clients, partners and prospects to share a space and dive deeper into retirement planning by hearing from some of the industry's best & brightest.
Breakfast and lunch are provided to accompany our diverse group of presenters.
Agenda:
7:45-8:15 Check-in & Breakfast
8:15-8:30 Introduction, Jessica Ballin, 401k Plan Professionals
8:30-9:00 Anatomy of a Recession, Matt Scanlon, Legg Mason
9:00-9:40 Hot Topics: 401k Plan Professionals Team
9:40-10:00 Break
10:00-10:30 Guide to Retirement, Marta Rodriguez, JP Morgan
10:30-11:00 Generational & Different Workforce Habits, John Diehl, Hartford
11:00-11:40 Plan Sponsor Panel
11:40-12:00 Break & Lunch Served
12:00-12:45 Pete the Planner, Pete Dunn
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Wednesday, October 2, 7:45am - 12:45pm (CDT)
Golden Valley Country Club 7001 Golden Valley Rd, Golden Valley, MN 55427
Kristen Karlin, kristen.karlin@lpl.com