Tuesday, April 18th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting, please RSVP by April 14th if you can attend.
Visualize Retirement
Brandon Shea
Vice President, DCIO Regional Consultant
T. Rowe Price
Visualize Retirement:
- Visualize Retirement helps preretirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care and meaning. It starts with helping them create their vision for retirement and then uses that as an input—along with details about their retirement income and planning preferences—to help connect their vision to the financial decisions needed to support that vision.
- Sharing these insights with employees can also help employers mitigate HR related costs by helping their plan participants be fully ready to retire.
Brandon is a DCIO Regional Consultant in the U.S. Intermediaries—Retirement Group at T. Rowe Price, where he covers the Eastern Central region. Brandon’s mission is to help a diverse group of financial professionals elevate their businesses to higher levels. He is focused on helping advisors, brokers, and recordkeepers add value to their clients’ investment strategies, as well as remain informed about trends in the retirement marketplace.
Brandon has more than 20 years in the financial industry; he joined T. Rowe Price in 2017. Brandon is a Series 24, 7, 65, and 63 registered representative and state-registered broker-dealer. He has a B.A. in political science, with minors in economics and management information systems, from Miami University of Ohio.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Christine Koenig: ckoenig@dmlo.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.
