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WIPN DC: Designing Retirement Plans for Diverse Populations of Workers

May 19 @ 6:00 pm - 8:00 pm EDT

Free

America and American workforces are rapidly diversifying. The recently completed 2020 US Census shows diversity has expanded significantly since the census’ last iteration in 2010.

We acknowledge those changes in the American workforce, and explore different types of diversity present in the workplace. We’ll discuss how you can  leverage plan design features to encourage and support participation in the retirement plan. You’ll gain a greater understanding of workplace need for diversity and diverse thinking, suggestions for existing and potential clients, and statistics and anecdotes to help support your recommendations.

About our speakers

Christina Tunison

Christina Tunison is 15-year veteran of the financial services industry, currently working as a LPL Financial Advisor & Retirement Plan Consultant, based in Metro Washington, D.C. She is an Investment Advisor Representative of LPL Financial. Previously in her career, Christina has worked as a Financial Advisor & Defined Contribution Consultant at Mercer, a Relationship Manager with Principal Financial Group, and as a Marketing Account Specialist at T. Rowe Price.

Christina holds the FINRA Series 6, 7, 63, and 66 securities registrations with LPL Financial and a Maryland Resident Life and Health Insurance License.  Christina has received the following retirement plan specific professional designations: Certified Plan Fiduciary Advisor (CPFA) issued by the National Association of Plan Advisors with is part of the American Retirement Association (ARA), and the Accredited Investment Fiduciary (AIF) issued by fi360. She also holds Nonqualified Plan Adviser certificate issued by the National Association of Plan Advisors.

Christina is the WIPN Chair of Marketing and has previously been the co-chair of the DC, Maryland, and Virginia chapter of WIPN from 2018 – 2021, and is a member of WIPN’s Diversity, Equity, and Inclusion Committee.

Rosalyn Brown

Rosalyn Brown is currently the chair of WIPN’s Diversity, Equity and Inclusion Committee.

She started her banking career in her hometown of Columbus, GA in 2002 with a regional bank and moved on to BB&T in 2006 to join their Leadership Development Program. During the almost decade with BB&T she had the pleasure of not only being a part of their Wealth Management Division as a Private Banking Advisor she also had the pleasure of being instrumental in the creation of the Preferred Advisor role. As a part of the Wealth Division she also had the honor of leading BB&T’s local Lighthouse project where she worked with the local Communities in Schools organization to utilize the bank’s resources in order to donate time, energy, and financial resources to assist the organization in reaching its individual goals for targeted schools and at risk students.

In 2012 Rosalyn moved on the Retirement and Institutional Services division providing comprehensive retirement solutions for local small to mid-sized organizations in the area.  She most recently joined PNC’s Institutional Asset Management Team to provide comprehensive retirement solutions to larger organizations.

Rosalyn received her Bachelors of Business Administration with a concentration in Accounting from Mercer University. She also holds the follow securities licenses; Series 7, 63, and 65 and Chartered Retirement Plan Specialist designation.

Rosalyn’s passions encompass three main things financial wellness, dogs, and travel.

Our sponsors

 

Details

Date:
May 19
Time:
6:00 pm - 8:00 pm EDT
Cost:
Free
Event Category:

Venue

Corduroy
1122 9th St. NW.
Washington, DC 20001 United States
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Phone:
202-589-0699
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