Please join us for our October luncheon:
Maintaining Post-Retirement Assets: An Effective DC Plan Doesn't End at Retirement
Tuesday, October 8, 201911:30am-1:15pm
11:30am Networking, Program will begin promptly at noon and last until approximately 1:15pm.
500 16th St Mall Suite 150
Denver, CO 80202
Members - $40, Non-Members - $60,
Gold Members - none*
About Our Presenter
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 SanchezChapter Administratorinfo@wpbcdenver.org
PO Box #13
Parker, CO 80134