RPA to Host Virtual Trustee University with Special Guest Ron Insana

October 27 and 28 virtual event helps retirement committee members satisfy Missouri’s annual
continuing education requirement.

St. Louis, MO, October 21, 2020 --(PR.com)-- Retirement Plan Advisors (RPA) will host Trustee
University virtually October 27-28, 2020. Trustee University is a biannual seminar for trustees of defined
contribution retirement plans.

RPA and Hartford Funds are proud to present a special session by CNBC’s Ron Insana. Ron is Senior
Adviser to Schroders, a CNBC contributor, host of “The Market Scoreboard Report,” author of four
books on Wall Street, an Emmy nominee, and named one of the “Top 100 Business News Journalists of
the 20th Century.” He will moderate a discussion around the upcoming election, including potential
market implications and how it shapes things for the year 2021 and beyond. Accompanying Ron will be
Sean Markowicz, CFA, Strategist at Schroders.

Industry leaders will address relevant topics, including compliance, administration, trustee responsibilities
and risk, fiduciary roles, the SECURE Act, investment menu design, and market updates. Retirement plan
committee members who attend the two-day seminar fulfill Missouri’s mandated trustee education
requirement.

“Trustees for defined contribution retirement plans have a complex set of responsibilities,” said RPA
President Joshua Schwartz. “In a time of increased scrutiny for the retirement plan industry, it’s critical
for plan trustees to stay on top of current trends and understand their options in order to meet their
fiduciary obligations. Trustee University provides committee members this opportunity while satisfying
their annual Missouri continuing education requirement.”

RPA’s Trustee University will be led by Missouri-based RPA Financial Advisors Jim Ladlie and Charles
(Andy) Trachsel.

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Contact Information:
Retirement Plan Advisors
Justin Brink
312-701-1100
Contact via Email
www.retirementplanadvisors.com

Online Version of Press Release:

You can read the online version of this press release at: https://www.pr.com/press-release/823712

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