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Retirement Plans & Responsible Investing - January 19, 2021, 1pm PST 

ClearPoint Financial Partners is presenting the results of the 2020 FAOG Retirement Plan Survey, completed by community foundation members of FAOG (Financial Administration Operations Group.) The purpose of the survey was to gain better insight into the retirement plans sponsored by FAOG members so they could assess their effectiveness and make improvements that might result in more employees reaching their retirement goals. (Full report to the right)

 

Length: 60 Minutes

 

Webinar Topics Include:

  • Types of plans and prominent design elements

  • Plan governance practices and investments offered

  • Employee communication, guidance and retirement advice

  • Fee benchmarking and fiduciary best practices

 

Additionally, Nuveen-TIAA will be presenting findings from their Fifth annual responsible investing survey. Presenters: Marvin Etienne and Megan Fielding of Nuveen-TIAA.

Click here to register

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MARKET VOLATILITY AND YOUR RETIREMENT ACCOUNT - March 6, 2020

ClearPoint Financial Partners hosted a webinar featuring guest speaker, Paul Eitelman, Senior Investment Strategist of Russell Investments on March 6, 2020, covering recent market volatility and how it impacts retirement accounts. 

  • How often do market corrections happen and how long is the average recovery?

  • How is this market correction similar or different from ones in the past?

  • What impact is the recent coronavirus outbreak having on investment markets?

  • What should the average employee/participant do with their retirement account?

 

Our goal is to help employees continue to plan, save and invest for their future with confidence.

(click image for pdf)

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.

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