Join Pete Welsh, Managing Director of Retirement and Wealth, to discover smart moves to provide better service to clients in a changing regulatory environment. He’ll cover topics from auto portability to plan terminations and hardship distributions. He’ll also look ahead to 2026 and beyond. Join us for this insightful webinar.

About the Speaker

Pete joined Inspira Financial in 2020 as Head of Retirement Services and has since expanded his role to Managing Director, Retirement and Wealth. He is responsible for building strategic client and partner relationships as well as expanding our products and services. He is also a member of the Executive Leadership Team for Inspira Financial. Pete’s extensive industry experience and diverse management background enables him to bring a wide range of solutions—and tremendous value—to help clients grow their business. Having spent most of his career in the retirement services industry, with leadership roles at Transamerica and OneAmerica, Pete has a track record of helping recordkeepers, TPAs and other organizations innovate and grow. Pete’s diverse management background, and the many meaningful relationships he’s forged along the way, make Pete an indispensable partner to clients. Pete holds a Bachelor of Business Administration from the University of Notre Dame Mendoza College of Business, and a Juris Doctor in Tax and Business Law from Indiana University Robert H. McKinney School of Law. He is also a Certified Public Accountant.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.