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Retirement Plans: Putting Today’s Market in Context
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 Export to Your Calendar 5/27/2020
When: Wednesday, May 27, 2020
1:00-2:00PM
Where: United States
Contact: Megan Fournier
617-482-8830


Online registration is available until: 5/27/2020
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Mutual of America has partnered with HCA of MA to provide a free presentation for members. This webinar is designed for anyone who is invested in the financial markets today by identifying what is happening to the overall markets and indices, how to manage current investment direction, and discussing best practices for investors during market volatility (e.g. plan participants with a retirement plan (403(b), 401(k) etc.).

 

The presentation is a great resource for participants, but can also be a solid resource for plan administrators and C-level directors, as it gives them insight to plan participants’ concerns and goals, as well as tools to discuss retirement with their employees if it comes up.

 

This is a free webinar for members but registration is required.

 

About the Speakers:

Mutual of America is a leading retirement plan provider, and was started in 1945 with a grant to provide retirement services to  the nonprofit community. MoA keep that same focus today as they continue to support communities and businesses that serve the greater good, and this year they are celebrating their 75th anniversary.

Joe Gerardi is the regional VP of the Boston/Providence office, and has been with Mutual of America for over 10 years. Joe holds his series 6, 63, life and health licenses, and oversees the majority of New England.

Mike Braney is the Boston/Providence office Field Vice President, and has been with MoA for over 16 years. He holds his series 6, 63, 26, life and health licenses, as well as being a Chartered Retirement Plan Specialist.

Ben Cutler is an account executive working in the Greater Boston territory and has been in the retirement industry for over 8 years. He holds his series 6, 63, 7, life and health licenses, as well as being a Certified Health Savings Advisor.