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Strategies to Achieve Your Retirement Goals, October 13, 1:00pm-2:30pm


This participant-focused discussion will share tools to achieve your retirement goals through difficult economic conditions, whether you’ve been saving for decades or just starting out. We will provide an overview of the 2020 financial markets and asset allocation strategies to weather market uncertainty.

Learning objectives:

  • Better understand current market conditions
  • Learn how to manage risk through diversification and asset allocation
  • Feel more confident in your path to retirement readiness

 Presenter Bios:

Phil Johnson, Group Account Representative, joined Mutual of America in 2017. Phil is in the Indianapolis office and works with employers on effective plan design and administration. He holds the CRPS (Chartered Retirement Plans Specialist) designation along with the FINRA Series 7 and 66 and Indiana state insurance licensure.

 Mr. Douglas Psick, Vice President, Financial Consulting Services joined Mutual of America in August of 2004.  Mr. Psick works in the Central Region and is based in the Minneapolis Regional Field Office. Mr. Psick has over 22 years of financial planning experience.  He holds the designation of RICP (Retirement Income Certified Professional) has completed FINRA Series 7 and Series 63 and holds state insurance license in Illinois, Indiana, Iowa, Michigan, Minnesota, North Dakota, Ohio, South Dakota and Wisconsin.

Prior to joining Mutual of America, Mr. Psick was the Regional Investment Manager at TCF Investments and has also had the position of Director of Finance at the American Council of the Blind, a national non-profit organization.

Please Note: This workshop will NOT be available on-demand.

Information

Presenter:

Phil Johnson, Group Account Representative Doug Psick, VP of Financial Consulting Services