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2021 MASBO 55th Annual Institute has ended
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Thursday, May 13 • 3:40pm - 4:50pm
Financial Literacy for School Employees: Are you and your employees prepared for retirement? If not, what are the reasons and best practices? - Part 2

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You and your school district employees need the right information to make the best choice regarding your retirement security. In an effort to improve the understanding of retirement planning options and improve participation rates in 403(b) plans, we have created a comprehensive retirement educational program that is available to you and your school district. This educational program is vendor-neutral and does not include any specific investment product recommendations, but does provide investment knowledge 101. Attendees of the program gain a greater awareness of what they will need to save to supplement their pension plan and how to take action. We will present the actual presentation that we can provide to your employees, which we are confident will be beneficial to you personally as well.
Moderators
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Speakers
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Michael Linehan, AIF®

Northeast Regional Vice President, Retirement Plan Services, Equitable
Over 20 years of experience in serving the public education market in the design and implementation of retirement plans and financial literacy programs. Equitable is the leader in the number of public educators we serve, and is a strategic partner of both International ASBO and M... Read More →
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Gregg Libutti

District Vice President, AIG Retirement Services
As District Vice President for the New England District, Gregg has been associated with AIG Retirement Services for 13 years and has 30 years of industry experience.He graduated from Rollins College with a degree in Economics.
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Phil Hahn, MPAS

Regional Vice President, Security Benefit
Phil Hahn has worked in the financial services industry for almost 25 years, helping financial professionals improve their practice through enhanced prospecting and marketing programs. Prior to joining Security Benefit in 2006, he spent 11 years at BTS Asset Management, a registered... Read More →
avatar for Jan Rebel

Jan Rebel

Regional Vice President, New England, Lincoln Investment
With over 50 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing... Read More →

Thursday May 13, 2021 3:40pm - 4:50pm EDT
Mansion Ballroom D
  HR / Benefits, Mansion Ballroom D