Virtual Tech Speaker Series: Tech-Driven Retirement Solutions: Exploring the Arizona Technology Council’s 401(k) MEP Program

Join the Arizona Technology Council’s Virtual Tech Speaker Series on October 15 from 3:30 PM to 5:00 PM for an exclusive session with Steve Zylstra, President & CEO of the Arizona Technology Council, alongside Michael DiGrazia, CFP, CIMA, Director, Senior Institutional Consultant & Institutional Plan Fiduciary Consultant at Legacy Wealth Management and Thomas Tenney, CFA, CFP®, Senior Vice President at Legacy Wealth Management. Open to both members and non-members, this live event will dive into the benefits of the Council’s 401(k) Multiple Employer Plan (MEP) program, current trends in the investment industry and how financial technology is shaping retirement planning. Learn how to leverage this program to support your company’s financial goals and help employees build a stronger financial future. Come with your questions!

Key Take-Aways:

• Understanding of 401(k) MEPs: Attendees will gain a clear understanding of what a Multiple Employer Plan (MEP) is, how the Arizona Technology Council’s 401(k) MEP works, and how it benefits both employers and employees.
• Investment Industry Insights: Attendees will be updated on the latest trends in the investment industry, including how market changes are impacting retirement savings strategies.
• Fintech’s Role in Retirement Planning: The event will explore how financial technology, including automation and AI, is transforming 401(k) management, making it easier to optimize and personalize retirement plans.
• Actionable Strategies for Employers: Employers will leave with actionable strategies for leveraging the Council’s MEP to attract and retain talent by offering competitive retirement benefits, while simplifying administrative tasks.

Don’t miss out – this event is FREE for Council members and only $20 for non-members.

Our Sponsor:

University of Advancing Technology (UAT) is an intimate technology university focused on educating students in advancing technology who desire to innovate for our future. UAT is the technophile’s college experience—a community uniquely suited to provide students passionate about technology an ideal place to live and grow. UAT is a private and family-owned university that merges the values of the traditional academy with the modern technology campus, a fusion that enhances our ability to fulfill the mission of educating students in the fields of advancing technology who innovate for our future.