EVENT DETAILS

 
WHERE

Oakland Hills Country Club
3951 West Maple Road
Bloomfield Hills, MI 48301

WHEN

May 16, 2019

08:30 AM to 02:30 PM

 

AGENDA OVERVIEW

Topics:

  • Stadion StoryLine
  • Evolving Trends in the ETF Marketplace
  • Propel Your Small Business 401(k) Sales with Launch401k
  • Golf and Box Lunch

Sponsors:

  • July Business Services
  • Stadion
  • State Street Global Advisors
 
 
 
 

Welcome & Breakfast

08:30 AM - 09:00 AM

Brief Educational Forum

08:30 AM - 09:00 AM Speaker : Joe Michelotti

Stadion StoryLine

Learn about the features and benefits of managed accounts.
 
09:00 AM - 09:30 AM Speaker : Troy Page

Evolving Trends in the ETF Marketplace

What\'s new in the world of ETFs? An industry expert shares his knowledge.
 
09:30 AM - 02:30 PM Speaker : Brian Smith

Propel Your Small Business 401(k) Sales with Launch401k

At JULY we’ve been hard at work to bring you a modern retirement plan solution for small businesses seeking a low-cost 401k benefit that is easy to set up and operate. Learn how Launch401k can be part of your retirement plan growth strategy in 2019.
 

Golf / Lunch

10:15 AM - 02:30 PM

Golf and Box Lunch

 
 

SPEAKERS & SPONSORING ATTENDEES

 
Joe Michelotti

Linkedin Joe Michelotti, Vice President, Wealth & Retirement Counsultant

Stadion Money Management

Joe.Michelotti@stadionmoney.com

800.222.7636

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Joe Michelotti is a Regional Vice President of Investments,covering Michigan, Minnesota, North Dakota, and South Dakota. Joe joinedStadion Money Management in 2009 to launch Stadion's investment products in theretail distribution channel. As a Regional Vice President, Joe educatesadvisors and clients on Stadion Money Management strategies and products. Priorto joining Stadion, Joe worked with Hartford Mutual Funds as a RegionalMarketing Director in Michigan in the same capacity. Joe received his BachelorsDegree from the University of Michigan, Ann Arbor and also earned collegecredits from the University of Hawaii, Oahu and Florida State University,London, England. Outside of work, Joe enjoys golfing, supporting Detroit areasports teams and spending time with his family where he resides in GrossePointe Farms, MI.

Troy Page

Linkedin Troy Page, Vice President, Regional Consultant at State Street Global Advisors

State Street Global Advisors

Troy_Page@ssga.com

616-719-9431

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Troy Page is Vice President, Regional Consultant for State Street/SPDR ETFs working with financial professionals within the RIA/Indepdent Channel in Michigan, Indiana, and Southern Illinois. 

Prior to joining State Street Global Advisors, Mr. Page was Vice President of Business Development for Advisory Solutions at Invesco. In this role, Mr. Page provided customized multi-asset portfolio construction guidance to financial advisors and home office groups. As part of the Invesco Solutions team, he delivered in-depth portfolio analysis to retail and institutional investors across the country.  Prior to this role, Mr. Page worked as an exchange-traded fund (ETF) account executive for PowerShares by Invesco. In this role, he worked with home office analysts, product managers and due diligence groups to increase the awareness and usage of PowerShares ETFs. Prior to this role, Mr. Page spent several years as a sales consultant at Invesco.

Prior to joining Invesco, Mr. Page worked at JPMorgan Chase with a team of financial advisors focused on serving high net worth families and individuals with investment and banking solutions.

Mr. Page earned BA degrees in Business Management and Spanish from Hope College in Holland, Michigan. He holds the Series 6, 7, 63 and 65 registrations. He has also earned the Certified Investment Management Analyst® (CIMA) designation from the University of Chicago Booth School of Business and the Investment Management Consultants Association.
 

Brian Smith

Linkedin Brian Smith, Regional Sales Director – Midwest

JULY

brian.smith@julyservices.com

614.306.9192

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Brian has more has more than 18 years of sales and service experience in the retirement planning industry. Prior to joining JULY, Brian worked for Trinity Pension Consultants, The Tegrit Group, Baden Retirement Plan Services, Nationwide and The Guardian.

Brian co-founded the Central Ohio Retirement Professionals (CORP) networking group and is a member of the non-profit group, Team Honor, which is made up veterans, their families and fellow patriots who support families of fallen soldiers.

In his free time, Brian enjoys the outdoors and water sports along with all things Ohio State.He is a graduate of The Ohio State University, where he received his bachelor’s degree in science from the Max M. Fisher College of Business. Brian lives in Powell, Ohio with his wife and three sons.
 

SPONSORING COMPANIES

July Business Services

July Business Services is a leading retirement plan provider that helps financial advisors and third party administrators deliver successful retirement plan strategies through its fully independent, open-architecture retirement plan platform. JULY brings unbiased, expert knowledge to all facets of the retirement plan process including customized plan design, leading technology, and hands-on implementation and management of the plan. JULY supports clients with an expansive, conflict-free investment platform, including Exchange Traded Funds (ETFs), collective trusts, professionally managed portfolios, and mutual funds.

Stadion

Our goal has always been the same: help investors, through their financial advisors, invest with confidence and ease. Explore our retirement plan solutions, mutual funds, separately managed accounts, and more.

State Street Global Advisors

For nearly four decades, State Street Global Advisors has helped our clients and those who rely on them to invest responsibly, enabling economic prosperity and social progress.

 
 

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