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Smart Retirement Investing for Everyone

Tuesday, April 30, 2019
2:00 - 2:50 p.m. ET

Speakers:

Jamie Greenleaf, Lead Advisor, Principal, Cafaro Greenleaf
Kevin Murphy, SVP/Defined Contribution Strategic Accounts, Franklin Templeton
Holly Doering-Powell, SVP/Director of Sales, UMB Healthcare Services

Sponsored by

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.

Learning Objectives:

  1. Understand the pros and cons of the most common retirement plan vehicles
  2. Prioritize savings among various tax-deferred saving options
  3. Maximize the benefits of tax-deferred savings options, including HSAs

Recorded Version

Complomentary to NAPA members, the recorded version is available by logging into your My Learning Activites and entering NAPAWEB in the "Redeem Promo Code" box.

Continuing Education

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.

 

Holly Doering-Powell is Senior Vice President/Director of Sales and Client Experience of UMB Healthcare Services. She is responsible for the business development and growth strategy of the organization. She has more than 25 years of corporate management, business and relationship development, and practical experience in healthcare payments, financial services and information technology consulting.

Holly’s background includes a variety of sales, account management and partner development roles across a diverse spectrum of consumer-driven healthcare and retirement, benefit administration technology and payment card processing markets.

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