NY METRO LIVE WATCH PARTY - Uncertain Times Call for Certain Measures

Don't miss the New York Metro Chapter's live Watch Party and Happy Hour following.

About the Program

The live Watch Party of this 90-minute WEBinar will be a panel presentation by retirement plan professionals on strategies for navigating market volatility and its impact to plan sponsor, platform provider, and participant decision making.

Discussion points will include:

• Whether plan sponsors tend to be proactive or reactive to market volatility
• How plan sponsors can design their plans to mitigate risks associated with market volatility
• The importance of a well-designed investment menu and participant education/communication
• How financial wellness programs can help participants navigate market volatility
• 401(k) plan design decisions and administration planning in 2025 
• SECURE 2.0 changes affecting 401(k) plans, including Roth v. traditional contributions. automatic enrollment, catch-up contributions, and in-service distributions
• Current market volatility and investor sentiment in 2025
• What financial wellness means to plan sponsors and participants.
• How plan sponsors can customize their plan benefits to meet the needs of a multi-generational workplace.

When & Where

The live Watch Party is on Wednesday, September 3, 2025 from 3:30 - 5:00 PM Eastern. Doors open at 3:00 PM for registration and networking. The Watch Party will begin promptly at 3:30. 

The Watch Party will be held at Lexis Nexis's temporary office space in Midtown Manhattan. After registering for the Watch Party, please contact Rex Iacurci at  Rex.Iacurci@lexisnexis.com for information about the location as there is limited seating and visitors must be documented with the security desk in advance of the program.

An after-Watch Party party will immediately follow the program at nearby Wheeltapper Pub at 141 East 44th Street (between Lex and 3rd Avenues) where you can reconnect with your peers and colleagues. This get together will have a cash bar.

Meet the Panelists and Moderator

	Sharon Carson, Executive Director, J.P. Morgan Asset Management Sharon is a Retirement Insights Strategist. Sharon is one of the authors of J.P. Morgan's Guide to Retirement. She develops unique insights on spending patterns in retirement and has a successful track record clarifying complex topics including Social Security and healthcare costs in retirement. She has over 30 years of experience in the financial services industry, with a focus on retirement during the past 20 years in various roles spanning strategic planning, innovation, and program management.
	Michael Gorman, Partner, Morgan Lewis Michael advises multiemployer benefit funds, public and private companies, tax-exempt organizations, and governmental employers on the design, governance, operation, and compliance of qualified and nonqualified retirement plans and welfare benefit plans. A trusted advisor, Mike handles legal issues arising under ERISA, the Internal Revenue Code, the Affordable Care Act, the Multiemployer Pension Protection Act, the Pension Protection Act, the Multiemployer Pension Reform Act, HIPAA, and COBRA. As a co-leader of Morgan Lewis’s employee benefits cybersecurity initiative, Mike counsels clients dealing with high-profile identity theft, data breach, and ransomware events and clients undergoing DOL audits of their cybersecurity practices.
	Jordan Jackson, Vice President, J.P. Morgan Asset Management Jordan is a Global Market Strategist on the Global Market Insights Strategy team. Jordan is responsible for delivering timely market and economic commentary to clients across the country and is a frequent guest on Bloomberg, CNBC, and other financial news outlets. He has authored several papers on the economy and markets, with a focus on public fixed income and monetary policy and is responsible for conducting research on the global economy and capital markets as well as publications such as the Guide to the Markets and weekly blog posts.
	Alan Spierer, AIF, Senior Vice President Retirement Plans Consultant, UBS Institutional Consulting Group; Senior Portfolio Manager, UBS The practice Alan founded 35 years ago advises on over two billion dollars of client assets comprised of over 125 families and 70 corporate clients. As a dedicated retirement plan consultant, Alan also assists and guides his clients design and monitor their 401(k) plans, advises on vendor relationships, and has pioneered innovative strategies uniquely designed to support trusted advisors to the C Suite.

CLE and Financial Aid for New York Attorneys

This WEBinar is approved for 1.5 hours of CLE credit for attorneys licensed in the State of New York.

In addition, special pricing is available to nonmembers seeking New York CLE who: (i) are unemployed or on unpaid leave; or (ii) earn less than $50,000 a year. Please note that the rules require you to apply for financial aid in advance of each event you plan to attend. To apply for financial aid for this month's program, please email Derek Nelson at derek.nelson74@yahoo.com with the details of your eligibility. If you meet the eligibility requirements, you may register while awaiting approval from Derek; he will confirm your approval prior to the program.

IMPORTANT NOTE TO THOSE WHO PREVIOUSLY REGISTERED FOR THE WEBINAR

If you would like to attend the Watch Party, contact Rex Iacurci at Rex.Iacurci@lexisnexis.com for information about the location as there is limited seating and visitors must be documented with the security desk in advance of the program.