CFA Society of St. Louis Retirement Conference

I would like to extend an invitation to the CFA Society of St. Louis-sponsored retirement conference being held March 5 at the Frontenac Hilton at Clayton & Lindbergh.

Featured speakers are Juli Niemann (a familiar voice to KWMU listeners over the years) and the Federal Reserve's Bill Emmons. My fellow CFAs will be leading breakout sessions later in the day. The event is strictly educational. NO SALES.

If you wish to attend, please let me know how many you need and who will be attending at by March 1 and we'll get you complimentary tickets.

Full details below:

Thursday, March 5    
 Open House
Wide ranging retirement insight from local CFA investment experts.     

Some of our speakersBill Emmons
Retirement Demographics
Assistant VP at the Federal Reserve
Bank of St. Louis and Senior
Economic Adviser at the
Center for Household Financial Stability

Juli Niemann
Smith Moore
Current Investment Environment
Open House come for all or part of the event  
Time: Program details below 3-4:30pm Bill Emmons and Juli Niemann
4:30-7pm.    Two tracks - Individual and Institutional
Appetizers and Drinks 5-6:30pm., Cash Bar 7-8pm.
(Soft drinks and snacks will be available throughout the event)

Location: Hilton St. Louis Frontenac
1335 Lindbergh Blvd, St. Louis, MO 63131
(Clayton Ballroom building entrance as pictured) 

Garage Parking is Complimentary




Conference Schedule (Clayton Ballroom)

3:00 - 3:15pm. Introduction
John P. Dwyer, CFA, CAIA, Mercer, President, CFA Society of St. Louis
Jack will provide an overview of the Future of Finance. Providing information about the Statement of Investor Rights created by the CFA Institute.  We will also discuss the Essentials of a more Secure Retirement.

3:15-4:00pm. Retirement Demographics
William Emmons, Assistant Vice President at Federal Reserve Bank of St. Louis and Senior Economic Adviser at the Center for Household Financial Stability.

Bill will discuss the impact of demographics on savings, highlighting a number of risks facing current and future retirees including uncertainty around Social Security, Medicare, corporate pensions, and retiree healthcare. Bill will also provide insights into how workers' flexibility as they approach retirement may improve outcomes.

4:00-4:30pm. Current Investment Environment
Julianne C. Niemann, CFA, Smith Moore

Juli will present a brief overview of the current investment environment highlighting both pockets of return potential and risks.

4:30-4:40pm. Breakout leaders introduce themselves and their topic
5:00 - 6:20pm. Separate into Individual & Institutional Tracks

Institutional Track (Clayton Ballroom) 
Shaum Shrinivas, CFA & Joe Libbra, Mercer
Todd Grizzle, CFA, Fiduciary Advisors
  • Plan Structure
    • Default contribution rate
    • Automatic increases
    • Default investment option
    • Matching contribution structure
    • Life Cycle / Target Date Funds
    • Inflation protection options

Individual Track(Breakout Room) 
Michael Schoppet, CFA, CAIA, CIPM, Benefit Finance Partners
Richard Baldwin, CFA, Baldwin Wealth Management
Barbara Turley, CFA, The Commerce Trust Company
Peter J. Lazaroff, CFA, CFP®, Acropolis Investment Management
  • Choosing a financial advisor
  • Creating an investment plan
    • Defining investment objectives
    • Investor Pitfalls
    • Impact of Taxes
    • Inflation
    • Asset Allocation
      • Passive vs Active investing
      • Asset location

6:30-7:00pm.  Closing Remarks (Clayton Ballroom)
7:00-8:00pm. Cash bar and table toppers