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Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences

  • Thursday, November 19, 2020
  • 8:00 AM - 9:45 AM
  • Online


  • You may register additional employees of your company at the member rate. Please use the guest registration field below.

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I. Power Your Practice with Financial Wellness


II. Retirement Income Trends and Preferences

Meet us Online

Thursday, November 19, 2020

8:00 am to 9:45 am

  Our Presentation:

What will be discussed:

  • Emerging Trends and Evolving Beliefs,
  • Retirement income preferences and solutions,
  • What to consider when choosing a retirement income solution

I. There’s a lot of talk about financial wellness, and the truth is that it can mean different things to different people.  Regardless, financial wellness programs are an increasingly important part of benefits packages.  There are advantages to both employees and a company’s bottom line.  Research has shown that financially fit employees are less stressed, more engaged, better able to save for retirement, and even physically healthier.  Providing employees with tools and techniques for managing financial stress can translate to a more productive workforce.  And that’s good for everybody.

II. Through T. Rowe Price’s record-keeping research, the corporate retirement plan is increasingly becoming the destination for investors after they retire. This contrasts with the conventional view of DC plans as strictly accumulation vehicles, and discusses decumulation challenges and possible solutions. This material provides a framework for advisors to engage around the challenges in store as they transition from asset accumulation to retirement income.

 Our speakers:

Stuart Ritter: 

Stuart L. Ritter is the retirement insights leader for T. Rowe Price U.S. Intermediaries.  He has served in a variety of roles related to retirement thought leadership and product development – currently helping develop the firm's expertise on major topics that impact the retirement industry.  He is a frequent speaker at client and industry events as a retirement subject matter expert and serves as one of the firm's spokespersons to national media organizations. Stuart holds an M.B.A., an M.A. in political science, and a B.S. in electrical engineering. He is a CERTIFIED FINANCIAL PLANNERTM professional; is a Series 6, 7, and 66 registered representative; and has taught personal finance as an adjunct faculty member at Johns Hopkins University. He is on the Board of MakingChange, a nonprofit community organization that supports financial education.

Michael Doshier:

Michael Doshier is a senior defined contribution (DC) advisor strategist at T. Rowe Price. He is primarily responsible for driving the increased visibility of the firm's investment brand, furthering the firm's position as a thought leader in the retirement arena. Prior to joining T. Rowe Price in 2019, he spent time at Franklin Templeton, MassMutual, and Fidelity, notably as global head of marketing for Franklin Templeton's retirement business and head of business strategy for Fidelity's tax-exempt retirement plan business, as well as in other expansive sales and relationship management roles within the retirement space. He also is a frequent speaker at industry events on key issues affecting the DC and global retirement industry, and he remains well connected on the ever-evolving legislative and regulatory conversations happening on Capitol Hill. Mr. Doshier earned a B.A. in liberal arts from Xavier University and is a Series 7, 63, and 24 registered representative.


Continuing Education:

  • 2 CE for AIF (pending)
  • 2 CECs for ERPA 
  • 2 CPEs for ASPPA certifications
  • 2 CECs for NIPA certifications
  • 2 hours for California CPAs 
  • 1.75 hours of California MCLE
  • 2 hours for Certified Financial Planners 
  • 2 CE for CRPS 
  • 2 CE for CEBS

 The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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