Event Details
September 20, 2017 Chapter Meeting - Breakfast
| Date: | September 20, 2017, 8:00am |
| Organizer: | SSHRMANJ Chapter |
| Location: | Greate Bay Country Club in Somers Point, New Jersey 08244 |
| Price: | $20 Members, $25 Non-Members, $10 Students |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
“INVESTING IN AN UNCERTAIN MARKET”
This presentation reviews the current state of the economy and the investing markets and highlights actionable investment strategies to help investors stay committed to their long-term financial goals. We will compare the current equity market characteristics to previous periods and then help set realistic expectations. We will review three specific investment strategies (buy and hold, regular investing and diversification) and provide words of wisdom to help investors stay the course.
Presenter:
Michael J. Hagelgans, AIFA, RIA
Michael serves as an ERISA 3(21) or 3(38) Fiduciary to retirement plan clients in many industries. He is one of a select few advisors in the country certified as an Accredited Investment Fiduciary Analyst (AIFA), which demonstrates the knowledge and experience to assess a retirement plan committee’s conformity to a Global Fiduciary Standard of Excellence. He specializes in plan
design, developing employee education programs, regulatory compliance and helping retirement plan fiduciaries meet their responsibilities by providing extensive independent vendor and investment manager evaluations and measuring risk adjusted performance of investments.
