Smart Retirement Investing for Everyone
Tuesday, April 30, 2019
2:00 - 2:50 p.m. ET
Jamie Greenleaf, Lead Advisor, Principal, Cafaro Greenleaf
Kevin Murphy, SVP/Defined Contribution Strategic Accounts, Franklin Templeton
Matt Richardson, SVP/Sales Manager, UMB Healthcare Services
We have more options for tax-deferred and preferred retirement saving than ever. But how do you prioritize how to save and when? And how do individual circumstances influence saving strategies?
Get the low down on the pros and cons of the most common retirement plan vehicles from our expert panelists Kevin Murphy, SVP at Franklin Templeton and Jamie Greenleaf, lead advisor and principal at Cafaro Greenleaf, who will discuss an individualized approach to maximizing the benefits of each type of plan, the importance of HSAs in long-term savings, and the role and opportunity for financial advisors.
- Understand the pros and cons of the most common retirement plan vehicles
- Prioritize savings among various tax-deferred saving options
- Maximize the benefits of tax-deferred savings options, including HSAs
Complimentary for NAPA Members.
1 ARA, 1 ERPA, and 1 JBEA Noncore CE credits will be available for this webcast.
About the Speakers
Jamie Greenleaf is a recognized expert in the retirement plan industry, and has been with Cafaro Greenleaf since 1993 and a principal since 1997. She has been a recognized vice president and retirement plan advisor with UBS Financial and with Prudential Securities, consistently ranking among the top retirement advisors nationally at both firms.
Jamie has spent her entire professional career helping retirement programs and public funds. She has provided consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance, investment policy design, and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies.
Kevin Murphy is a senior vice president and head of Defined Contribution Strategic Accounts for Franklin Templeton's US Investment-Only division. His primary objective is to help more Americans achieve optimal retirement outcomes.
Kevin offers thought leadership in retirement plan services and investments and is a key business partner to retirement plan consultants, advisory firms, and plan sponsors. His expertise spans qualified plans, investments, and industry trends. Kevin is responsible for directing and expanding sales of mutual funds and sub-advised portfolio products in employer-sponsored retirement plans. He also leads the firm's Health Savings Account initiative.
Prior to joining Franklin Templeton Investments in 2011, Kevin was regional vice president on Columbia Management's Defined Contribution Investment Only team, and vice president and regional sales director of corporate retirement plans at Wachovia Retirement Services.
Matthew (Matt) Richardson joined UMB in 2012 and serves as senior vice president, sales manager for Healthcare Services. In this role, he leads the sales team in developing new partnerships with health plans, third party administrators and technology companies to provide time tested healthcare payment and custodial solutions.
Additionally, he acts as an advocate for the use and expansion of benefit accounts for the healthcare industry. He currently serves on the membership committee for the Employers Council on Flexible Compensation (ECFC).
Prior to joining UMB, Matt was vice president of HSA sales and client experience at Fifth Third Bank for six years. He held other roles at Fifth Third Bank for an entire tenure of sixteen years.