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About This Webinar

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2019, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.

When: Fri, Oct 22, 2021 · 2:20 PM · Eastern Time (US & Canada)
Language: English
Who can attend? Anyone with the event link can attend
Dial-in available? (listen only): Yes
Dial-in Number: Please register for this Webinar to view the dial-in info.
Featured Presenters
Webinar hosting presenter
Business Development Manager
Jason Wallace is a business development manager at Capital Group. He has 23 years of investment industry experience and has been with Capital Group for six years. Prior to joining Capital, Jason was a senior investment analyst at NextEra Energy, Inc., responsible for managing the investments in the company’s retirement plans and nuclear decommissioning trusts. Before that, he was an analyst at Raymond James Financial and a senior investment representative at T. Rowe Price Associates. He holds an MBA from Nova University and a bachelor’s degree in business administration from the University of South Florida. Jason is based in Atlanta.
Webinar hosting presenter
Inside Sales Manager
Webinar hosting presenter
Senior DC Strategist
Sue Walton is a senior retirement strategist at Capital Group, home of American Funds. She has 22 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Sue was a director at Towers Watson Investment Services. Before that, she was an investment consultant at Mercer Investment Consulting and Ellwood Associates. She holds an MBA from DePaul University with a concentration in finance and a bachelor’s degree in business administration, economics and international business from Marquette University. Sue is based in Chicago.
Webinar hosting presenter
Business Development Manager
Bryan K. Blankenship is a business development manager at Capital Group. He has 26 years of investment industry experience and has been with Capital Group for 23 years. Earlier in his career at Capital, Bryan was an area sales representative with American Funds Distributors, Inc. Prior to joining Capital, he was a representative with Prudential Insurance Company of America. He holds a bachelor’s degree in business administration and management from the University of Oklahoma. Bryan is based in Washington, D.C.
Documents
PDF
AF_TD_Retirement_Series.pdf
PDF
AFTD_white_paper_-_How_fixed_income_anchors_our_glide_path_7-17-20_(002).pdf
PDF
Measuring_Success_in_a_DC_Plan.pdf
PDF
Wisdom_of_Experience_-_Build_your_retirement_paycheck.pdf
PDF
Wisdom_of_Experience_Envisioning_Retirement.pdf