December 9, 2022
7:30 AM to 12:30 PM
The Historic Davenport Hotel – 10 South Post Street, Spokane, WA
Steve Scranton is the Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst® designation with over 40 years of investment experience. As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and works closely with clients and relationship managers to design, implement and monitor investment and risk management strategies.
ECONOMIC UPDATE: “A Regional and National Economic Update”
Steve’s presentation will provide an update on the local, regional and national economies.
It will also address the often-asked questions: Are we in a recession? If not, is a recession coming?
The goal of the presentation is to provide information and perspective that will help attendees understand what is happening with the economies, how that may affect their jobs and businesses, and what to plan for over the coming year.
Anna Liotta, MA, CSP, is an award-winning keynote speaker and best-selling author with a deep understanding from 20 years of research on how generational demographics and dynamics affect every aspect of business success. Anna holds a Master’s degree in Interpersonal Communication. She currently serves as the President of the National Speakers Association.
Generation Workforce: “Unlocking Generational Codes”
Unlocking Generational CODES© is the key to understanding the people around you—young, old, and in between. Generational expert, Anna Liotta, takes readers on a journey of how members of each generation think, behave, and engage. Anna teaches you how to overcome the “generation gap” so you can effectively communicate and develop meaningful relationships with members of all the generations in the workplace and in everyday life.
Jim Lusk, President, Retirement Nationwide has a passion for all things education. “Since over a third of one’s life is spent during retirement, I believe that maximizing your net spendable retirement income through proper planning is paramount. Integrating: conservative investments, tax planning, best pension options choices, long term care planning and social security decisions can have successful defensive retirement strategies.”
Social Security: Social Security (Use it or You Could Lose It)
- The Ins and Outs of Social Security
Todd Claypool, VP of Advanced Markets for Retirement Nationwide, holds Chartered Life Underwriter and Chartered Financial Consultant designations. Todd manages his over 30 years of clients, developing and implementing customized and often complex financial portfolios for high net worth families, businesses, and institutions.
Succession planning: “Business Succession & Executive Benefit Planning”
1) What is your exit strategy
2) Four Ways to “Buy Out”
3) Key Employee Retention and Reward