by soltisadmin | Mar 1, 2021 | CIO Updates
For the 2021 Spring Fiduciary Training the following topics were covered: Basic Training for Fiduciaries – an overview of the responsibilities a fiduciary has to their plan Global Markets – Is a COVID recovery possible? – This presentation focused on...
by soltisadmin | Feb 3, 2021 | CIO Updates
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by soltisadmin | Nov 20, 2020 | CIO Updates
This is our semi-annual fiduciary training that covers the following: What’s Next – 401k Regulations for 2021 Investment Innovation with Process & Prudence Asset Allocation & Glidepath Enhancement for Target Date Funds Elections, Economy, & Everything...
by soltisadmin | Oct 27, 2020 | CIO Updates
There is a lot of uncertainty surrounding the 2020 presidential election. Join us as we discuss the impact that previous elections have had on the stock market. We’ll take a look at the current political environment and finish by discussing several helpful...
by soltisadmin | Sep 14, 2020 | CIO Updates
Retirement is a multistep process, and can sometimes be overwhelming. In this session we’ll help participants gauge how well they are currently tracking and what other considerations they need to be making so they have the best chance for a successful...
by soltisadmin | Jun 10, 2020 | CIO Updates
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by soltisadmin | May 11, 2020 | CIO Updates
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by soltisadmin | Apr 23, 2020 | CIO Updates
John Choate, former Navy SEAL and Naval Officer shares essential leadership skills for times of stress and chaos. As a security expert and FEMA crisis response professional (as well as a former Navy SEAL), John is uniquely able to provide a different perspective on...
