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Thursday, October 1, 2015

3:50 p.m. - 4:35 p.m.
Track: Retirement View Track

“ROBOADVISOR” THE SOLUTION OR A NEW BURDEN FOR YOUR EMPLOYEES

Paul Nigrelli, CFO, EQUILEND
Kevin Pohmer, President, FINANCIAL GUARD

The onus of making investment decisions continues to increase for the vast majority of Americans as the complexity of investment options has increased inside their 401k plans. Most traditional 401k investments available to individuals are still vastly misunderstood or worse being used incorrectly.   Can one of the perceived hottest emerging technologies be the solution or has it added to the confusion? "Roboadvisors" have recently captured a slice of market share and seem to be making investing easy, transparent, accessible, and interactive for Americans. The presentation will revolve around how we got here, what is still wrong with today’s financial model, what the future may bring and the 5 key potential risks you must disclose. Hear insights from a corporate CFO who partnered with one of the leading "Roboadvisors" in America and how it may have improved his employee's financial long-term outlook. 

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