About this Webinar
We’re glad you’re here. And we can’t wait to move forward together. When your retirement savings account transitioned to Principal from Wells Fargo Institutional Retirement & Trust, you became part of a powerful new team. Together, we want to help you move toward your financial goals with more personal service, helpful tools, and educational resources.

Join us as we walk through how to set up and secure your account, review your contributions and mix of investments, view financial resources available to you, and more.

Please note that if you’re no longer working for the employer providing your retirement plan account, some webinar content may not apply.

Featured Presenters
Michaela Sperr
Retirement Education Specialist, Retirement and Income Solutions - Principal
Michaela is a Retirement Education Specialist with Principal where she works with individuals to educate them on their retirement and how to get there. She has been in this role for over two years and holds her Series 6 and 63 exams. Michaela has a passion for helping people understand investing and how it works, in addition to working with individuals to come up with a plan that allows them to live the life they want. In her free time, Michaela enjoys writing music and blogs.
Webinar Details
Date: Wednesday July 7, 2021
Time: 12:00 - 1:00 PM Eastern Time (US & Canada)
Cost: Free
Language: English
Webinar ID: c1436853204b
Dial-in Info:
Dial-in Number: +1 (312) 248-9348
Dial-in ID:
Dial-in Passcode: 2013
Investing involves risk, including possible loss of principal.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Principal Financial Group closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. The transition, transfer, and conversion of IRT business operations, employees, and clients will occur over the following 12-24 months. During the transition period, Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, will continue to operate and service the IRT business for the benefit of Principal®, including providing recordkeeping, trustee, and/or custody services.

Wells Fargo has not reviewed the content of the attached material and makes no judgment of its accuracy.

​Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392.

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