FENG FORUM

Title: Financial Market & Retirement Plan Update

Speaker: Dominic D. Trupiano, CIMA, Director of Retirement Plan Consulting at OneDigital

Agenda:
- 7:30 - 8:00 a.m. - Networking & Complimentary Coffee

- 8:00 - 9:00 a.m. – Presentation (Questions will be at speaker’s discretion)

Presentation: 

- Market Performance

- Earnings Update

- Economic Review

- Investment Outlook

- SECURE 2.0 Act

- Retirement Plan Trends

- Best Practices

- Q&A

Speaker’s bio:

As Director of Retirement Plan Consulting, Dominic is responsible for leading the Institutional Consulting team.

- Dominic has over twelve years of institutional consulting experience and serves as a relationship manager for Institutional Clients.

- Dominic earned his BSBA from the University of Missouri – Columbia with an emphasis in Finance.

- Dominic earned his Certified Investment Management Analyst® (CIMA®) designation, one of the only professional designations in financial services to meet international accreditation and quality standards. 

- Dominic is a member of the Investment & Wealth Institute, formerly Investment Management Consultants Association (IMCA). 

- Dominic and his wife Elizabeth have four children, Lana, Frank, Thomas, and Vincent.

Dominic Trupiano, CIMA

Director of Retirement Plan Consulting OneDigital | R+W

314-746-1704 | Clayton, MO

[email protected]