CFA Society of St. Louis Retirement Conference

I would like to extend an invitation to the CFA Society of St. Louis-sponsored retirement conference being held March 5 at the Frontenac Hilton at Clayton & Lindbergh.

Featured speakers are Juli Niemann (a familiar voice to KWMU listeners over the years) and the Federal Reserve's Bill Emmons. My fellow CFAs will be leading breakout sessions later in the day. The event is strictly educational. NO SALES.

If you wish to attend, please let me know how many you need and who will be attending at john@comptonadvisors.com by March 1 and we'll get you complimentary tickets.

Full details below:

Thursday, March 5      Open House Wide ranging retirement insight from local CFA investment experts.      Some of our speakersBill Emmons Retirement Demographics Assistant VP at the Federal Reserve Bank of St. Louis and Senior Economic Adviser at the Center for Household Financial Stability Juli Niemann Smith Moore Current Investment EnvironmentOpen House come for all or part of the event   Time: Program details below 3-4:30pm Bill Emmons and Juli Niemann 4:30-7pm.    Two tracks - Individual and Institutional Appetizers and Drinks 5-6:30pm., Cash Bar 7-8pm. (Soft drinks and snacks will be available throughout the event) Location: Hilton St. Louis Frontenac 1335 Lindbergh Blvd, St. Louis, MO 63131 (Clayton Ballroom building entrance as pictured)     Garage Parking is Complimentary

Conference Schedule (Clayton Ballroom) 3:00 - 3:15pm. Introduction John P. Dwyer, CFA, CAIA, Mercer, President, CFA Society of St. Louis Jack will provide an overview of the Future of Finance. Providing information about the Statement of Investor Rights created by the CFA Institute.  We will also discuss the Essentials of a more Secure Retirement. 3:15-4:00pm. Retirement Demographics William Emmons, Assistant Vice President at Federal Reserve Bank of St. Louis and Senior Economic Adviser at the Center for Household Financial Stability. Bill will discuss the impact of demographics on savings, highlighting a number of risks facing current and future retirees including uncertainty around Social Security, Medicare, corporate pensions, and retiree healthcare. Bill will also provide insights into how workers' flexibility as they approach retirement may improve outcomes. 4:00-4:30pm. Current Investment Environment Julianne C. Niemann, CFA, Smith Moore Juli will present a brief overview of the current investment environment highlighting both pockets of return potential and risks. 4:30-4:40pm. Breakout leaders introduce themselves and their topic 5:00 - 6:20pm. Separate into Individual & Institutional Tracks Institutional Track (Clayton Ballroom)  Shaum Shrinivas, CFA & Joe Libbra, Mercer Todd Grizzle, CFA, Fiduciary Advisors Plan Structure Default contribution rate Automatic increases Default investment option Matching contribution structure Life Cycle / Target Date Funds Inflation protection options Individual Track(Breakout Room)  Michael Schoppet, CFA, CAIA, CIPM, Benefit Finance Partners Richard Baldwin, CFA, Baldwin Wealth Management Barbara Turley, CFA, The Commerce Trust Company Peter J. Lazaroff, CFA, CFP®, Acropolis Investment Management Choosing a financial advisor Creating an investment plan Defining investment objectives Investor Pitfalls Impact of Taxes Inflation Asset Allocation Passive vs Active investing Asset location 6:30-7:00pm.  Closing Remarks (Clayton Ballroom) 7:00-8:00pm. Cash bar and table toppers