2021 Post-COVID Retirement Plan Landscape; Association Pooled Retirement Plans, Environmental, Social & Governance – Sustainability Funds, Virtual Financial Wellness & Advice, and A.I. Advice
Tuesday, February 2, 2021 | 1:00 p.m. - 2:00 p.m.
Presenter: Greg Kutrow, Managing Director, Pensionmark
Description: 2020 Legislative updates began to clarify some new retirement plan options available to associations specifically and all plans generally. ESG funds have attracted a great deal of attention along with some scrutiny from D.O.L. Everyone working remotely has brought new challenges and innovations in engaging employees with meaningful Financial Wellness content, assistance and investment advice. This session will provide resources to employers offering plans to employees and association members. We will offer ideas to help you bring the fund choices, plan options and resources they need and the advice they want for retirement planning, debt reduction and budgeting.
Learning Objectives:
- Resources to employers offering plans to employees and association members
- Ideas to help you bring the fund choices, plan options
- Understanding retirement planning, debt reduction and budgeting
Greg Kutrow began a career in financial services with the Principal Financial Group in 1989, serving as an advisor and a Regional Managing Director for the Principal until 2007 when together with Jonathan Shimer they formed Vigilant Financial Partners. In 2016 Greg Kutrow and Shelly Horwitz former Association Investment Advisory Solutions focused on the association and non-profit community. Shelly and Greg joined Pensionmark, a national retirement plan and wealth management firm headquartered in Santa Barbara, California in early 2018.
Greg is a Registered Representative with Pensionmark Securities and holds Securities registrations Series 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), 24 (General Securities Principal), and 7 (General Securities Representative). Greg is a graduate of the University of North Carolina.
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of Pensionmark Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.
This event has been reviewed for CPE and CAE. If you would like to receive your CPE or CAE for this event, please email hq@far-roundtable.org
FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Field of Study: TBD Program level is basic – update. There are no pre-requisites nor advanced preparation. It is Group-Live delivery method. Sponsor ID: 109395
FAR is a CAE Approved Provider. Program(s) will be evaluated monthly to meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.
For more information about this educational program, please contact the FAR office at: 1325 G Street NW, Suite 500, Washington, DC 20005 or email (hq@far-roundtable.org).
