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SUMMARY:LEBC April 2023 - Monthly Meeting
DESCRIPTION:Tuesday\, April 18th\nRiver House Restaurant\n3015 River Rd\, Louisville\, KY 40207\n11:30am to 1:15pm\n RSVP HERE\n*Note headcount is due to restaurant in advance of meeting\, please RSVP by April 14th if you can attend. \nVisualize Retirement\nBrandon Shea\nVice President\, DCIO Regional Consultant\nT. Rowe Price \nVisualize Retirement: \n\nVisualize 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.\nSharing these insights with employees can also help employers mitigate HR related costs by helping their plan participants be fully ready to retire.\n\nBrandon 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. \nBrandon 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. \nRegistration begins at 11:30am to allow time for networking and socializing\nSpeaker presentations begin between 12:00pm – 12:15pm\nMeetings normally conclude between 1:00pm – 1:15pm\nGuests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.\nIn the event of a cancellation\, you may contact Christine Koenig: ckoenig@dmlo.com   \nThe Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.
URL:https://www.lebcouncil.org/event/lebc-april-2023-monthly-meeting/
LOCATION:River House Restaurant\, 3015 River Rd\, Louisville\, KY\, 40207\, United States
CATEGORIES:Monthly Luncheon
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