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
