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Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences

  • Thursday, November 19, 2020
  • 8:00 AM - 9:45 AM
  • Online Webinar

Registration


Registration is closed

Please join us for our November webinar: Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences.

What will be discussed:

  • Emerging Trends and Evolving Beliefs
  • Retirement income preferences and solutions
  • What to consider when choosing a retirement income solution

Stuart L. Ritter is the retirement insights leader for T. Rowe Price U.S. Intermediaries.  He has served in a variety of roles related to retirement thought leadership and product development – currently helping develop the firm's expertise on major topics that impact the retirement industry.  He is a frequent speaker at client and industry events as a retirement subject matter expert and serves as one of the firm's spokespersons to national media organizations. Stuart holds an M.B.A., an M.A. in political science, and a B.S. in electrical engineering. He is a CERTIFIED FINANCIAL PLANNERTM professional; is a Series 6, 7, and 66 registered representative; and has taught personal finance as an adjunct faculty member at Johns Hopkins University. He is on the Board of MakingChange, a nonprofit community organization that supports financial education.

Michael Doshier is a senior defined contribution (DC) advisor strategist at T. Rowe Price. He is primarily responsible for driving the increased visibility of the firm's investment brand, furthering the firm's position as a thought leader in the retirement arena. Prior to joining T. Rowe Price in 2019, he spent time at Franklin Templeton, MassMutual, and Fidelity, notably as global head of marketing for Franklin Templeton's retirement business and head of business strategy for Fidelity's tax-exempt retirement plan business, as well as in other expansive sales and relationship management roles within the retirement space. He also is a frequent speaker at industry events on key issues affecting the DC and global retirement industry, and he remains well connected on the ever-evolving legislative and regulatory conversations happening on Capitol Hill. Mr. Doshier earned a B.A. in liberal arts from Xavier University and is a Series 7, 63, and 24 registered representative.

What will be discussed:

  • Emerging Trends and Evolving Beliefs,
  • Retirement income preferences and solutions,
  • What to consider when choosing a retirement income solution

The deadline to register is Tuesday, November 17, 2020.



Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator 
info@wpbcsandiego.org

Phone: 619-405-3874



Address:
San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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