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WP&BC Monthly Luncheon: Maintaining Post-Retirement Assets

  • 08 Oct 2019
  • 11:30 AM - 1:15 PM
  • Maggiano's Downtown: 500 16th St Mall Suite 150

Registration

Registration is closed

Please join us for our October luncheon:

Maintaining Post-Retirement Assets: An Effective DC Plan Doesn't End at Retirement 

Are you looking for a call-to-action on the implementation of post-retirement income options? Please attend our October luncheon. With defined contribution plans playing a significant role for today’s workforce and a participant base that is living longer, it is time for a little less conversation and lot more action in the post-retirement income space. Our speaker will provide an overview of the product and solutions landscape, share survey highlights on how retirees are thinking about retirement spending, and provide a sample framework for plan sponsors that want to implement a “retirement tier” to keep those participants in the plan.

Date/Time:
Tuesday, October 8, 2019
11:30am-1:15pm
11:30am Networking, Program will begin promptly at noon and last until approximately 1:15pm.

Location:
Maggiano's Downtown
500 16th St Mall Suite 150
Denver, CO 80202

Lunch Fees:
Members - $40, Non-Members - $60,
Gold Members - none*


About Our Presenter

Sue Walton

 Sue Walton is a senior vice president and a senior defined contribution strategist in the Retirement Strategy Group at American Funds, part of the Capital Group. She has over 20 years of industry experience and joined Capital Group in 2015.

Prior to joining Capital, Sue was a director at Towers Watson Investment Services providing traditional and outsourced CIO consulting services for defined contribution clients. Sue was also part of the Defined Contribution Steering Committee, leading Towers Watson’s efforts for DC thought leadership and consulting. 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 with a concentration in economics and international business from Marquette University.

Sue is a founding member of DCIIA and currently part of the Retirement Income Committee. She has also participated in the Investment Policy Committee and the Editorial Review Board for the organization. Sue is a recognized industry leader in defined contribution topics and a frequent public speaker.

Sue is based in Chicago.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Kristen Sanchez
Chapter Administrator
info@wpbcdenver.org 

Address:
PO Box #13
Parker, CO 80134

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