EBRI Webinar: The Impact of the SECURE Act on Retirement Income Adequacy


A new EBRI study finds that key provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) could reduce the $3.83 trillion retirement savings shortfall by $115 billion for households between 35-64.

In this webinar we’ll explore how EBRI’s Retirement Security Projection Model® (RSPM) was used to evaluate the impact of provisions in the SECURE Act on retirement income adequacy on a national basis, including greater access by allowing providers to offer multiple employee plans (MEPs), raising the cap under which plan sponsors can automatically enroll workers in “safe harbor” retirement plans from 10% to 15% of wages, and coverage of long-term part-time employees.

The impact of these provisions, by themselves and in combination with others, will be shared to provide a quantitative estimate on the impact on retirement income adequacy. This effect is measured by changes in the average simulated retirement deficits, average simulated retirement surpluses and average simulated retirement net surpluses.

We’ll also discuss how results vary by cohort age and size of employer, as well as how auto portability can be used to further improve retirement savings outcomes.

Jack VanDerhei, Research Director, EBRI
Bob Holcomb, Vice President of Legislative and Regulatory Affairs, Empower Retirement



Adweek Webinar: 5 Ways Your Brand Can Engage Every Generation: From Boomers to Z

I attended the AdWeek webinar, 5 Ways Your Brand Can Engage Every Generation: From Boomers to Z, on Wednesday March 11th 2020.


We live in an age of unlimited choice and endless noise—and that means if your brand isn’t essential, it’s irrelevant. For marketers, it’s a simple problem to articulate, but much harder to actually solve. Brand perceptions are constantly evolving, as are consumers’ needs. A new survey from Kelton Global uncovers what consumers want and need from the brands they choose, with insights on what actually matters to different generations.

Join the webinar for a look at the study findings, with insights to help you create a brand experience that stands out for every generation of consumers, from Boomers to Z. You’ll walk away with:

  • New generational insights on how brand perceptions have evolved over the last five years
  • Key findings from the survey of 2,000+ consumers on what they want and need from the brands they choose
  • 5 concrete strategies to build an essential brand that sparks curiosity, conversion and loyalty




Webinar: Google is Hogging Half Your Traffic

I attended Google is Hogging Half Your Traffic: How to Get It Back webinar, hosted by Digital Marketing Depot.


Last November, Rand Fishkin shocked the search marketing world at SMX East by proving that Google has turned from being everyone’s friend (and largest traffic source) to become everyone’s competitor. Not only are more than 50% of Google searches now ending without an organic click — Google is using YOUR content to keep users away from your website, resulting in growing losses for you in both revenue and leads.

With Google’s BERT algorithm threatening to cause even more Zero-Click losses for websites, and Google progressively using more paid real estate for Shopping, Travel and Job ads, this topic is both urgent and of critical importance to websites experiencing traffic losses.

Join us as our Google experts show you the proactive steps you can take today to recover traffic lost to Zero-Click searches. Andreas Dzumla, Longtail UX’s Co-CEO and Co-Founder will also unveil a new, free tool that estimates how much traffic, revenue and leads marketers can recover by implementing a long-tail search strategy at scale.

Attend this webinar and learn:

  • Simple techniques to raise your QS score and SEM conversion rates
  • Tactics that can generate 20-100% lift in your SEO revenue
  • Keyword-based landing page strategies to keep your Google traffic
Frederick Vallaeys
Frederick Vallaeys

Frederick is an expert in the online marketing field, and was an early employee at Google where he was instrumental in growing the AdWords search marketing system. He is currently the CEO of Optmyzr, a SaaS company delivering advanced PPC optimization tools and reports to AdWords and Bing Ads advertisers globally.

Matthew Howells-Barby
Matthew Howells-Barby
Director of Acquisition Marketing

Matthew is an adviser to a number of startups and large SaaS businesses, as well as an investor, lecturer and global speaker. In addition to his position at HubSpot, he’s also the co-founder of Traffic Think Tank, a private-membership SEO community, and co-hosts The Decrypting Crypto Podcast.

Andreas Dzumla
Andreas Dzumla
Co-CEO & Co-Founder
Longtail UX

Andreas is an ex-Google product specialist lead with multiple patents in SEO and SEM. He has a passion for excellence in user experience for search and has worked with the core team in Mountain View on the first AdWords Editor, the first Mobile Ads, as well as on the introduction of the Quality Score metric that Google uses as the foundation of its ad platform.

Google is Hogging Half Your Traffic: How to Get It Back webinar Digital Marketing Depot Frederick Vallaeys Optmyzr & Matthew Howells-Barby HubSpot & Andreas Dzumla Longtail UX


Adweek Webinar: 7 Ways to Maximize Brand Impact Using Social Analytics

I attended the AdWeek webinar, 7 Ways to Maximize Brand Impact Using Social Analytics: Best Practices to Unlock Value Across Your Business in 2020, on Wednesday, January 29th 2020.

AdWeek webinar, 7 Ways to Maximize Brand Impact Using Social Analytics: Best Practices to Unlock Value Across Your Business in 2020, on Wednesday, January 29th 2020.

Social media analytics is constantly evolving. What initially served as a way to measure popularity—counting likes and retweets—is now an indispensable tool for every aspect of your business. The insights unlocked by social media analytics tools inform everything from marketing to customer service to product innovation and more. So how do you put them to work for your brand?

You will learn seven of the most important social analytics best practices to maximize brand impact. Using examples from market leaders such as Patagonia, Glossier and Sweetgreen, experts from NetBase will provide practical, how-to information on key business-related uses.



SkillPop: Build an Online Business

I attended SkillPop’s Build an Online Business workshop on Tuesday, January 28th 2020 by Allison Conway, featured at Hygge CoWorking in Charlotte.


Owning a business that you can run from anywhere sounds like a dream – but is it actually possible? Whether you’re an avid traveler, a parent who wants to work from home, or just someone who wants to create more flexibility and control over their income sources and time, freelancer and world traveler Allison Conway is here to share about how she built her business from the ground up. We’ll cover lead generation, getting clients online, selling products, how to outsource tasks and more.


This class is for anyone who wants to start a side hustle, step up their side hustle or begin creating more flexibility with their life.

SkillPop: Win at Email Marketing: Mastering the Fundamentals

I attended SkillPop’s Win at Email Marketing: Mastering the Fundamentals workshop on Thursday, January 16th 2020 by Adam Q. Holden-Bache, featured at Hygge CoWorking in Charlotte.


Join Adam Q. Holden-Bache, author of “How to Win at B2B Email Marketing: A Guide to Achieving Success” to learn strategies to achieve the best results from your email marketing. This workshop will take attendees through all fundamental aspects of an email marketing program including basic strategy, data management, design, copywriting, delivery, testing, and analysis. It will provide insight, tactics, tips, and takeaways that attendees can implement to improve campaigns for their business.


This class is great for anyone who wants to master basic best practices for a successful email marketing program.

Adweek Webinar: 3 Strategies to Improve Your Brand’s CX

I attended the Adweek webinar, “3 Strategies to Improve Your Brands Customer Experience.”



Brands of all kinds are investing heavily in customer experience, but customers themselves are underwhelmed. In fact, only 10% agree that most brands meet their expectations for what they consider a “good experience.” Brands need to do better. A survey from Acquia of 6,000 global consumers and 600 marketers identifies insights around consumers’ expectations of a great CX, as well as the strategies leading marketers are implementing to meet them.
Attend the webinar to get an overview of the findings from the research and apply three key takeaways to drastically improve your brand’s CX strategies in 2020.

Plansponsor Webinar: Visualize Retirement

I attended the PLANSPONSOR Webinar,Visualize Retirement on Tuesday, November 26th 2019.


For decades, we’ve been helping participants find better ways to save for retirement. In recent years, financial wellness has taken center stage, addressing foundational financial issues which can hinder saving for long-term goals. But is financial wellness enough? A successful retirement is more than just financial preparedness, and retiring well is about more than a number. Visualize Retirement evolves the conversation by providing a scalable, differentiated way to help participants create their retirement vision to better understand not just how much to save, but what are they saving for.


Featured Presenters
Webinar hosting presenter
Retirement insights leader for T. Rowe Price U.S. Intermediaries

Stuart L. Ritter is the retirement insights leader for T. Rowe Price U.S. Intermediaries. He helps develop the firm’s expertise on major topics that impact the retirement industry. He has served in a variety of roles related to retirement thought leadership and product development, including his time as a senior vice president with PNC Financial Services Group, and is a frequent speaker at client and industry events as a retirement subject matter expert. He also serves as a company spokesperson to national media organizations.

Stuart earned an M.A. in political science from American University and a B.S. in electrical engineering from the University of Maryland College Park. He is a CERTIFIED FINANCIAL PLANNER™ professional; is a Series 6, 7, and 66 registered representative; and has taught personal finance as an adjunct faculty member at Johns Hopkins University. He is on the Boards of MakingChange and the Maryland Council on Economic Education, nonprofit community organizations that support financial education.

Webinar hosting presenter
Managing Partner
Amy Glynn is a Managing Partner of GRP Advisor Alliance (GRPAA) who oversees
the development and deployment of GRPAA’s financial wellness business. In
addition, she contributes to GRPAA’s other services ranging from CIT’s and product
development to business consulting, conferences and training. Amy has played
an active role on the in the retirement plan marketplace for over 20 years in
corporate, entrepreneurial and volunteer capacities. Prior to joining GRPAA, Amy
founded the Pension Resource Institute (PRI) along with John Simmers and Jason
Roberts, a nationwide firm assisting broker/dealers with outsourced sales and
compliance management systems. Amy has built out two hybrid Retirement Plan
Consulting platforms at Calton & Associates in Tampa Florida and Commonwealth
Financial Network in Waltham, MA. Other roles have included; managing Northeast
Institutional Sales as VP of Sales at NY Life and helping them shift from a direct to
an indirect model; CEO/Founder of the Women’s Executive Network – recognized
as “Start Up of the Year” (2000), Women’s Business Journal; and Divisional Director
of Retirement Sales at Smith Barney running the number one producing sales
territory in the US for 5 consecutive years. A recognized thought leader, Amy
has been frequently published, is active on the national speaking circuit. She has
been nominated for 401kwires top 100 most influential people for 8 consecutive
years, ranking #39 in 2010. She has volunteered for over a decade to NAPA,
the Retirement Plan advisor’s largest advocacy group; from 2012 to 2014, she
served on the NAPA 401(k) Summit Steering Committee; from 2015-2017, Amy
was founding Co-Chair of NAPA Connect, a women’s advisor conference and is
currently Founding Co-Chair of the NAPA NexGen Diversity Initiative. Amy is Past-
President of the Women in Pension Network’s (WiPN) Board of Directors where she
chaired the development of the National Mentoring Program from 2012-2014. Amy
is a graduate of Colgate University with a B.A. in English, Philosophy & Religion and
Women’s Studies.


OTA Webinar: Psychology of Investing w/Myers-Briggs: What your MBTI Personality Says About your Investing Style

I attended the Online Trading Academy‘s Webinar: Psychology of Investing with Myers-Briggs: What your MNTI Personality Says About Your Investing on Tuesday, November 19th via YouTube.

Presented by Merlin Rothfeld
We’re teaming up with Myers-Briggs to take a closer look at the psychology of trading and investing. Knowing your strengths and weaknesses is a critical first step before a change can take place. Traits such as fear, stubbornness, disorganization, and an unwillingness to break old habits can be challenging for investors to break through, but education, structure, and risk management can help new and existing investors remedy these issues.k The webinar content is intended to provide educational information only. This information should not be construed as individual or customized therapeutic treatment services or clinical psychological treatment services.