This is an exclusive event for our Retirement & Investment Solutions clients only. The session will be a collaborative discussion on the future of the retirement industry and the evolution of support for participants in retirement plans. Panelists will speak to why their firms are continuing to invest in the employee revolution, where they believe the industry is headed, and specific offerings available in this area today like advisor managed accounts.
Moderator:
Stan Milovancev, Executive Vice President - CBIZ
Panelists:
Anna Rathbun, Chief Investment Officer – CBIZ
Nathan Voris, Head of Channel Strategy – Morningstar, Inc.
Ken Verzella, Vice President, Participant Advisory Services – Empower
Brian Bender, Managing Director, Head of Workplace Financial Services – Schwab
Jeff Cimini, SVP, Strategy and Financial Management – Voya Financial
If you require a reasonable accommodation in order to participate in this event, please email [email protected] or call (816)841-4025.