Happy Holidays from FEI
am pleased to announce at the November 30th Chapter Meeting,
legendary business leader and philanthropist Mr. Richard Resch will be our
keynote speaker. We look forward to seeing the membership at this exciting
event where Mr. Resch will highlight his role as CEO and his 40 year career at
KI. Please note as a friendly reminder that our Chapter Meeting, November 30th
at Bridgewood will start at 1:00 PM. Professional development topics will
include a presentation on LinkedIn and also an investment market outlook. Thank
you Experis Finance and Francis Investment Counsel in advance for presentation
of the professional development topics. We are excited about the upcoming
meeting and look forward to seeing you in a couple short weeks.
Click here to continue reading the November/December President's Message.
Diversity & Inclusion Group Update
Peer Group Update
Click here to view details and register for the December 12, 2017 Webinar: Leading Boldly. It will be held at the Associated Bank Green Bay Office.To read the complete Diversity Group Update click here
These questions and more can be added to the agenda. You can also earn 3 CPE credits when you attend in person. Mark your calendars and join us (details below)!Date: February 22, 2018
Time: 2:00 PM - 4:30 PM
Location: Keller, Inc. | Kaukauna | WI
Click here to register for the Winter Peer Group Meeting.
To read the entire Membership Update click here
There is no FEI chapter meeting in December. Following are the event details for the next meeting in January:
Date: Tuesday, January 23, 2018
Strategic Partner Articles & Upcoming Events
Transfer the risk of a security breach with a cyber insurance policy
Have you made cyber insurance part of your IT risk management plan? Many businesses are purchasing cyber insurance policies to help protect in the event of a cyberattack.
Managed Accounts: Best Practices for Plan Sponsors
With 401(k) recordkeeper margins continuing to shrink, some retirement plan sponsors are experiencing increased pressure to add a “Managed Account” service to their retirement plan investment line-up. The pitch is straight forward; while target date funds are professionally managed, they are not as customized to the participant’s situation as a ManagedAccount which in theory should be better.