Best Behavioral Practices from Save More Tomorrow
Please join Allianz Global Investors for a special PlanSuccess seminar. During this session we will share best practices with you and your peers on how to improve Defined Contribution plans by applying proven behavioral finance solutions.
In this unique session, we'll explore how using these behavioral finance ideas and the PlanSuccess Program - developed by the Allianz Global Investors Center for Behavioral Finance - may help build more reliable retirement outcomes for your Defined Contribution plan sponsor clients.
Event Details
When:
Thursday, November 2, 2017
11:30am to 1:00pm
Where:
Phoenix Country Club
2901 N. 7th Street
Phoenix, AZ 85014
(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration. Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com.
About Robert J. Cruz, CIMA, C(k)P, AIFA, CRPS, CBFA
Mr. Cruz is a retirement external investment consultant and a director with Allianz Global Investors, which he joined in 2014. He is a member of the Retirement Sales team with responsibilities that include determining and delivering investment solutions for defined contribution advisors and trustees. Mr. Cruz's area of coverage includes Colorado, Kansas, Louisiana, New Mexico, Oklahoma, Texas, Arkansas, Iowa, Nebraska, Minnesota, South Dakota, North Dakota and Kansas City, Missouri. He has 23 years of investment-industry experience.
Mr. Cruz was previously a defined contribution consultant at BlackRock, an institutional advisor at AllianceBernstein and a retirement plan consultant at John Hancock.
He has a B.S. in international business from University at Buffalo, The State University of New York. Mr. Cruz holds the Certified Investment Management Analyst, Certified 401(k) Professional, Accredited Investment Fiduciary Analyst, Chartered Retirement Planning Specialist and Certified Behavioral Finance Analyst designations. He also holds the FINRA series 7 and 63 licenses, and was named one of the defined contribution industry's top wholesalers by The National Association of Plan Advisors in 2014, 2015, 2016 and 2017.
The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events
