401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop

  • Written by David
  • September 7, 2012 at 4:49 am
  • 0
  • For Immediate Release

    David Gratke, CEO
    Gratke Wealth, LLC

    Portland, OR , Aug 23, 2012 –

    401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop

    The retirement plan landscape is changing quickly, and much of that change is taking place in 2012. Join us in a discussion regarding best practices for retirement plans, where we will discuss how to measure both plan health for employers and employee (participant) retirement readiness.

    We will look at the retirement landscape pre- and post-recession, and discuss what plans require to be successful today. What are Generations X and Y thinking with respect to their financial lives, and how does retirement planning fit into that thinking? What are the boomers thinking, and what are they doing inside of their retirement accounts?

    How does this impact your retirement plan? As a plan sponsor, learn how you can measure your plan’s health and your participant’s retirement readiness.

    Keynote Speakers:

    David Gratke — CEO
    Gratke Welath

    John Randal, AIF, CRPS — Sales Director
    MassMutual Retirement Services

    Brett A. Round — Vice President
    American Century Investments

    Register: click here

    Date: Wednesday, September 26, 2012
    7:30 a.m. – 9:00 a.m.

    Jean Vollum Natural Capital Center (Ecotrust Building)
    721 NW 9th Avenue (9th and Johnson)
    Portland, OR 97209

    click here for directions


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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.