World Investment Advisors (formerly Pensionmark) reposted this
LIVE in #Austin! The 2024 Central #Texas #Retirement Plan & Risk Summit is underway now, with attendees joining us in-person and online. Local experts Debbie Matustik and W. Dean Salyer III, AIF®, CPFA® kicked off today's event discussing retirement plan best practices before introducing keynote presentations on risk exposure solutions and election year markets. There's still time to attend via livestream! Click here to join us for roundtable discussions: https://lnkd.in/g6psRq7s Hosts & Guest Speakers - W. Dean Salyer III, AIF®, CPFA®, CEO/President – WD Pensionmark - Debbie Matustik, Managing Director – Pensionmark, A World Company - John Peterson, Chief Growth Officer – World Insurance Associates LLC - Althea Trevor, CFA, Senior Investment Director – Dimensional Fund Advisors - Dan Clark, AIF® - Retirement Plan Consulting, VP Retirement Plan Specialist - WDPensionmark, Pensionmark, A World Company - Clayton Boone, CFP®, CFA, Managing Director - WDPensionmark, Pensionmark, A World Company - Patrick Carvey, CPA, Audit & Assurance Partner - Armanino LLP - Alan J. Dumas, Regional VP, Retirement Plan Counselor - Capital Group | American Funds - Ryan Griffin, Senior Retirement Plan Director (DCIO) - Franklin Templeton Discussion Topics - Retirement Plan Best Practices - Risk Exposures & Solutions for Fiduciaries - 3 Common Mistakes & Markets in Election Years - Interactive Expert Roundtable Discussions + More!
Managing Director, Wealth Management and Practice Lead, Financial Solutions Group at World Investment Advisors
4moThanks for coming out and supporting, Ryan Griffin