Presenting Sponsor:

Arthur J Gallagher and Co logo Arthur J. Gallagher & Co.

Session

Regulations, Retirement, and Generations

In this session, Kelly Majdan will detail how the current and proposed laws will have an impact on how we save for retirement. She will also provide input on how to effectively communicate financial wellness across four very different generations.

Kelly Majdan

at Strategic Retirement Partners

Kelly Majdan is the Managing Director for Strategic Retirement Partners covering the Arkansas and Southern Missouri area. With over 22 years of financial services experience, Kelly has worked on all sides of the corporate retirement world. Kelly has been recognized two years in a row by The Financial Times as one of the Top 401 Financial Advisers in the 401(k) field. She has also been invited to Capitol Hill to listen and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security. She received her Bachelor of Arts degree in Accounting from Fort Lewis College in Durango, Colorado and received her Master's of Business Administration (MBA) from Regis University in Denver, Colorado. She holds the Accredited Investment Fiduciary (AIF®), Qualified Plan Financial Consultant (QPFS®), and the Chartered Retirement Plan Specialist (CRPS®) designations and has completed the Dave Ramsey Financial Counselor Training Program.

View Schedule

Date: Thu, September 14, 2017 | 2:15-3:30 pm

Location: Robinson Center