We invite you to join us for our March CPE featuring Mark Forbes, Managing Director, Strategic Retirement Partners 
Pre-registration is required, reserve your spot today! 

• Presenter: Mark Forbes, C(k)P, CPFA; Managing Director, Strategic Retirement Partners

• Topic: JPMorgan’s Global Economic Market Update and Guide to Retirement 

• Program Description: Updates from JP Morgan's guide to markets and guide to retirements.

• Format: In Person and Online Live Group

• CPE Credit: 1 hour

• Field of Study: Economics

• Program Knowledge Level: Basic

• Prerequisites: None

• Learning Objectives:

  • Provide perspectives on the current economic landscape
  • Educate professionals on saving, spending, and investing and how to simplify key concepts to clients

  • Provide a foundation for understanding how news on global markets and economies can affect investors and impact their portfolios

• Speaker Bio: For over 30 years, Mark has worked with retirement plan sponsors and participants to provide fiduciary oversight and sound investment guidance. Mark has extensive experience in delivering process-driven solutions to help protect employers from corporate and personal financial liability, while stiving to provide plan participants with a path to a successful retirement.

  Mark holds the C(k)P designation, Certified 401(k) Professional from The Retirement Advisor University at UCLA Anderson School of Management Executive Education, in Los Angeles. In addition, he also holds the Certified Plan Fiduciary Advisor (CPFA) designation. Mark earned his BBA from Drake University, Des Moines, IA. He holds the Series 66 (Uniform Combined State Law Examination).

• Refund Policy: Full refund by original method of payment if cancellation received by 4pm on the Friday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].

In Person Meeting Informaton

Doors open at 11:30am
Presentation begins at Noon
Free parking is available, OSU-Tulsa recommends using Lot C and/or Lot D for easiest access to Main Hall. Map included below.

Lunch Menu - Select your boxed lunch during checkout - if you have special dietary requirements please let us know via email and we will do our best to accommodate! 

Make sure to sign in at the registration table. CPE certificates will only be issued to attendees that have signed in. 
CPE certificates and an event evaluation will be issued via email within 48 hours after the event. 

If you are not feeling well on the day of the event, please let us know and you are welcome to switch to the Zoom presentation. 

Online Meeting Information

Zoom session will be open starting at 11:50am.
Presentation will begin at 12:00pm.

At least 4 polling questions will be launched via Zoom throughout the CPE session to track attendance and participation throughout the event. Participation is required for CPE certificates to be issued.

If you have any trouble with the Zoom poll questions, please let the Admin know in the Zoom chat or email your response to [email protected] for alternate attendance credit. CPE certificates and an event evaluation will be emailed within 48 hours after the event. 

Please make sure to sign in early to address any technical issues before the presentation begins.