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Online Series: The SECURE Act and Why It Matters

April 15, 2020
12:00 PM - 12:45 PM
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Via Webex - Please contact Cathy Ford ([email protected]) for details
SPECIAL THANKS TO OUR SPONSOR

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bi-partisan bill focused on Americans’ retirement security. SECURE was attached to a spending bill signed into law in December 2019. SECURE is the most significant retirement-related bill in 13 years. It’s likely to have a significant impact, just as PPA did in 2006 when it kicked off the explosive growth of target date funds and widespread adoption of auto-enrollment and auto-escalation.
Nate Miles, Head of Retirement, Wells Fargo Asset Management
Nate is head of Defined Contributions Business for Wells Fargo Asset Management. He joins the firm from WisdomTree Asset Management, where he served as U.S. head of retirement solutions. In this capacity, he oversaw the creation and execution of marketing strategies and distribution for retirement business across all platforms. Prior to joining WisdomTree, Nate worked as a managing director at State Street Global Advisors (SSGA) and head of U.S. investment strategy with the Defined Contribution (DC) team, where he began his investment industry career in 2005. In this role, he led a team of DC investment strategist who specialized in expanding SSGA’s sales efforts across DC clients and prospects. The team also served as internal and external experts on DC strategies, plan design architecture, and key regulatory and legislative topics affecting the retirement industry. Nate is a graduate of Wilfrid Laurier University and holds an honors bachelor of arts degree in economics and financial management. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society of Boston.
Tickets
$15.00 Member Ticket | Advanced Registration Required
$35.00 Guest Ticket | Advanced Registration Required
Future Meetings
Annual Meeting Part One: Official Business|Members Only
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354