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Tag: investing

Mega Trends: Own the Future

There are five powerful forces that are transforming the trajectory of the global economy, shifting the priorities of societies and redefining business models. These forces are also changing the face of investing. We call these mega trends.

Join Mark Geraigery as he host Anna Nerys from Blackrock. Anna will discuss today’s most exciting opportunities — from autonomous driving to artificial intelligence — and how to access them through mega trend investing.

Wednesday May 15th
12:00-12:30 P.M. EST.

If you are unable to attend the live webinar don’t worry, register to receive the replay! 

Mark Geraigery
Director of Qualified Plans
PensionmarkMeridien
Phone: 401-228-1407
Email:  mgeraigery@pensionmark.com

Anna Nerys
Product Strategist
BlackRock



Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark and WIA Holdings, LLC (“World”) are affiliated through common ownership with Pensionmark Securities, LLC. Securities offered through Pensionmark Securities, LLC (Member FINRA/SIPC).

AI: What Does This Mean for Retirement Plans

AI is in a period of rapid development with the potential to bring extraordinary benefits to Defined Contribution plans, but it’s not without risks.

In this presentation, we’ll explore both sides of the equation, from plan effectiveness to cybersecurity.

Join PensionmarkMeridien as we host Trish McGinity with Empower, as she shares her industry knowledge on this fascinating topic. 

Wednesday March 20th
12:00-12:30 P.M. EST.

If you are unable to attend the live webinar don’t worry, register to receive the replay! 

Director of Qualified Plans
PensionmarkMeridien
Phone: 401-228-1407
Email:  mgeraigery@pensionmark.com

Head of Cybersecurity Communications
Empower

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark and WIA Holdings, LLC (“World”) are affiliated through common ownership with Pensionmark Securities, LLC. Securities offered through Pensionmark Securities, LLC (Member FINRA/SIPC).

Coffee Talk: Advice by the Numbers

Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).  

Understanding Medicare

Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).