Event

2018 – Tucson, Arizona

Presentations

InFRE Pre-Conference Workshop | Ethics for Retirement Professionals
Addendum – Case Studies
Dennis Gatlin, Retired, Colorado Public Employee

InFRE Pre-Conference Workshop | Fundamentals of Retirement Plan Design, CRC 3
Michael Wilson, CFP, Integrity Financial Planning

KEYNOTE | Projecting Personal Presence
Aaron Anderson, the Frontier Project

Behavioral Finance – Why We Do What We Do
Michael Wilson, CFP, Integrity Financial Planning

Protecting Your Members from Financial Elder Fraud
Bob Mauterstock, CFP, Speaker, Author & Trainer

Situational Social Security
Marc Kiner, CPA, Premier Social Security Consulting

Call Center to Contact Center
Terry O’Connor, Texas County & District Retirement System
Barbie Pearson, Teacher Retirement System of Texas

Web Counseling
Addendum – Email confirmation
Frances Torres, Teacher Retirement System of Texas

Account Takeover – Lessons Learned in Cybersecurity
Jan Hawkins & Jon Nelson, Iowa Public Employees Retirement System

Member Roundtable | Member Engagement from the Start
Terry O’Connor, Texas County & District Retirement System
Heidi Brennan, New York State Teachers’ Retirement System
Susan Wood, Public School & Education Employee Retirement Systems of Missouri

National Pension Case Law Update
Robert Klausner, Esq., Klausner Kaufman, Jensen & Levinson, P.A.

Actuarial ABCs – Demystifying Your Valuation
Paul Wood, ASA, FCA, MAAA, GRS Consulting

Protecting Your Organization from Cybersecurity Threats
Frank Williams, Teacher Retirement System of Texas

Federal Update on Retirement Issues
Jeanine Markoe Raymond, Director of Federal Relations, National Association of State Retirement Administrators

How Improvisers Stay Calm Amid Uncertainty
Matt Newman, the Frontier Project

 

 

2018 Systems Roll Call