Fiduciary of the Future: Key Trends Every Fiduciary Needs to Know

Fiduciary of the Future: Key Trends Every Fiduciary Needs to Know

LIVE WEBINAR: November 29 | 1 PM CT

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Details

When it comes to managing your employees’ retirement, you’re required to use the care, skill and diligence to act as a “prudent expert”. Today’s fast-paced financial markets can make it difficult to identify where to focus your attention. In this webinar, CBIZ helps break down the year’s most critical topics with help from our panel of specialists. In this webinar we will address the following key areas:
  • Investments
  • Operations
  • Employees 
  • The Changing World 

Moderator:

Stan Milovancev


Stan Milovancev, CPA, QKA
Executive Vice President
Retirement & Investment Solutions
CBIZ, Inc.

 


 

Panelists:

Anna Rathbun


Anna Rathbun
Chief Investment Officer
Retirement & Investment Solutions
CBIZ, Inc.

 


Justin Bonestroo


Justin Bonestroo, MSPA, EA, CPC, CPFA
Senior Vice President
Retirement & Investment Solutions
CBIZ, Inc.

 


Alex Lanning


Alex Lanning
National Director of Communications
CBIZ Employee Benefits

 


 

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc. For important disclosures please click here.