Aimee O’Connor, CFP®
Managing Partner
This video series is intended for plan sponsors and fiduciaries and covers a variety of topics related to creating and managing effective defined contribution investment programs. Presented by consultants Aimee O’Connor, CFP® and Lauren Cellucci, CIMA®, and research analyst Colleen Flannery, these videos present the basics of retirement plans for trustees and investment staff in an educational format meant to provide guidance and insights on best practices and trends in the industry.
The series includes:
View each episode in the player below — use the upper-right list icon to access a specific presentation.
For more information, questions, or feedback, please send us an email.
01.25.2023
As winter takes hold in the northern hemisphere, there are those that choose to escape to warmer climates and those…
01.05.2023
This video is a recording of a live webinar held January 19 by Marquette’s research team, featuring in-depth analysis of…
12.14.2022
In classical philosophy we are taught that there are four virtues of mind and character. Given the uncertainty that lies…
12.13.2022
Following the Saudi-led OPEC+ announcement that the bloc will cut oil production by 2 million barrels per day, reports emerged…
12.01.2022
The equities market has experienced a tectonic shift from active to passive investing, with passive investors benefiting from index strength…
11.21.2022
Hopefully not another year of coal In the spirit of holiday fun — and an effort to put 2022 investment returns…
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