Hot Breakfast and Heavy-Hitting Insights Await
Forget your morning cup of joe; this year, Spectrum Investment Advisors' 21st Annual Retirement Plan Seminar might just be the wake-up call the financial community needs. Set for June 17, 2026, at the Brookfield Conference Center, this will be no garden-variety seminar. Expect a lineup of heavy hitters dishing out real-world tips and tricks, perfect for any business pro with an eye on retirement strategies.
Why This Isn't Just Another Meeting
With the Wisconsin Institute of Certified Public Accountants (WICPA) stepping in as co-host, it’s clear this seminar aims to elevate the discussion on retirement planning to a whole new level. “This seminar is a commitment to our community and partners,” says Manuel Rosado, President of Spectrum. It's a chance to grab those free Continuing Education credits while soaking up expertise from some of the industry's foremost strategists.
Lineup You Can't Miss
The main act? Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management. If you're serious about staying ahead in today’s tangled global markets, her economic and market review is a must-hear. Emily isn’t your run-of-the-mill talking head—she’s got a track record and insights that make CNBC and Bloomberg TV frequent hosts.
The Leadership Angle
Then there's Lt. Col. Robert Darling, a retired Marine pilot, with his talk on "Real Lessons in Crisis Leadership & Decision Making." From 9/11 experience to corporate boardrooms, he's bridging the tactical with the strategic and offering lessons you can bet are worth their weight in gold for any decision maker who needs to guide their team through turbulent times.
Decades of Insight
"We are honored to reach this 21-year milestone," said Manuel Rosado.
Two decades in the game means Spectrum Investment Advisors has more than a few tricks up its sleeves. Established in 1995, Spectrum's built its reputation on independent financial advice that cuts through the noise. Knowing how to decode market signals isn't just about fortune-telling; it's about using historical context, reliable research, and custom-tailored strategies that fit the investor's needs.
What's In It for Attendees?
This isn't just a chance to dodge work for a day. The seminar is precisely where the industry's sharpest minds congregate. It’s your opportunity to learn, absorb, and network—all before the clock strikes noon. Expect actionable insights and lessons in resilience from some of the top minds domestically and globally.
Event specifics:
- Date: Wednesday, June 17, 2026
- Location: Brookfield Conference Center, 325 S. Moorland Rd., Brookfield, WI
- Time: 7:45 a.m. – 12:15 p.m.
Final Thoughts
Not many events offer something for everyone with a stake in retirement planning. Whether you're a plan sponsor, financial advisor, or business leader, the Brookfield Conference Center is where the future of retirement strategy will be charted. Missing it isn't an option. After all, in times of uncertainty, knowledge isn’t just power; it’s survival.
