Click here to view the Webinar Recording and learn from Paul Minick, Spectrum's Financial Education Manager and Relationship Manager, Dan DeDecker. In this GuideSteps financial wellness presentation, we focus on workplace retirement plan investment options and considerations when making investment selections.
This 30-minute presentation discusses:
Retirement plan investment options
Details on target date funds
How Spectrum selects mutual funds for retirement plans
How Spectrum builds risk-based model portfolios
When an investor may want to create a custom portfolio
Market Update