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Visualize Retirement

November 26, 2019 at 01:00:00 PM · Eastern Time (US & Canada)
About This Webinar

For decades, we've been helping participants find better ways to save for retirement. In recent years, financial wellness has taken center stage, addressing foundational financial issues which can hinder saving for long-term goals. But is financial wellness enough? A successful retirement is more than just financial preparedness, and retiring well is about more than a number. Visualize Retirement evolves the conversation by providing a scalable, differentiated way to help participants create their retirement vision to better understand not just how much to save, but what are they saving for.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Retirement insights leader for T. Rowe Price U.S. Intermediaries
Stuart L. Ritter is the retirement insights leader for T. Rowe Price U.S. Intermediaries. He helps develop the firm's expertise on major topics that impact the retirement industry. He has served in a variety of roles related to retirement thought leadership and product development, including his time as a senior vice president with PNC Financial Services Group, and is a frequent speaker at client and industry events as a retirement subject matter expert. He also serves as a company spokesperson to national media organizations.

Stuart earned an M.A. in political science from American University and a B.S. in electrical engineering from the University of Maryland College Park. He is a CERTIFIED FINANCIAL PLANNER™ 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 Boards of MakingChange and the Maryland Council on Economic Education, nonprofit community organizations that support financial education.
Webinar hosting presenter
Managing Partner
Amy Glynn is a Managing Partner of GRP Advisor Alliance (GRPAA) who oversees
the development and deployment of GRPAA’s financial wellness business. In
addition, she contributes to GRPAA’s other services ranging from CIT’s and product
development to business consulting, conferences and training. Amy has played
an active role on the in the retirement plan marketplace for over 20 years in
corporate, entrepreneurial and volunteer capacities. Prior to joining GRPAA, Amy
founded the Pension Resource Institute (PRI) along with John Simmers and Jason
Roberts, a nationwide firm assisting broker/dealers with outsourced sales and
compliance management systems. Amy has built out two hybrid Retirement Plan
Consulting platforms at Calton & Associates in Tampa Florida and Commonwealth
Financial Network in Waltham, MA. Other roles have included; managing Northeast
Institutional Sales as VP of Sales at NY Life and helping them shift from a direct to
an indirect model; CEO/Founder of the Women’s Executive Network – recognized
as “Start Up of the Year” (2000), Women’s Business Journal; and Divisional Director
of Retirement Sales at Smith Barney running the number one producing sales
territory in the US for 5 consecutive years. A recognized thought leader, Amy
has been frequently published, is active on the national speaking circuit. She has
been nominated for 401kwires top 100 most influential people for 8 consecutive
years, ranking #39 in 2010. She has volunteered for over a decade to NAPA,
the Retirement Plan advisor’s largest advocacy group; from 2012 to 2014, she
served on the NAPA 401(k) Summit Steering Committee; from 2015-2017, Amy
was founding Co-Chair of NAPA Connect, a women’s advisor conference and is
currently Founding Co-Chair of the NAPA NexGen Diversity Initiative. Amy is Past-
President of the Women in Pension Network’s (WiPN) Board of Directors where she
chaired the development of the National Mentoring Program from 2012-2014. Amy
is a graduate of Colgate University with a B.A. in English, Philosophy & Religion and
Women’s Studies.
Documents
Request_for_CE_-_RegEd__Inc..pdf
Preview Download Added by Drew Donaldson at 9:19 AM - Tuesday - November 26, 2019