Description: Learn industry best practices including challenges faced by retirees, such as needing exposure to growth, most exposed to sequencing risk, and the need for smooth returns to avoid poor investor behavior caused by risk aversion. Other topics will include how to set investment objectives which consider the members’ real-world needs and how to build portfolios and implement risk management strategies to meet those objectives. The speaker will provide real-life examples/case studies.

Description: Even if you are analytic and process oriented, you have the ability to be great at selling.

Description: The author shares the importance of creating a personal development plan.

Description: This webcast focuses on a systematic approach to developing others, no matter where they are in their career. Not focused on advice or instruction giving, but facilitating a conversation for the individual to identify their own goals and the best way to go achieve them. The foundational belief is that the answers all lie within the individual.