New Diversification in Retirement- How Your Members Save for the Future

July 24, 2018 | 2:00pm - 3:00pm ET

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About the Webinar

New data shows Americans are strengthening their efforts to save for the future by increasing their use of 401(k) plans, 529 plans, and HSAs.  Attendees will gain insight into current trends and how the demands on consumer dollars are changing.

At the end of the webinar, attendees should be able to:
-    Understand the mindset of daily life for each generation
-    Understand the historical events that helped create where these fundamental ideas originated
-    Evaluate methods of how to market bank products that address generational needs
 

About the Presenter

Steve Christenson, Executive Vice President, Ascensus
Steve Christenson, Executive Vice President, Ascensus

Steven Christenson is Executive Vice President of Ascensus Retirement Products and Solutions (RPS) Group. Based in Brainerd, MN, RPS carries a 35-year history of providing premier products, expert consulting services and total business solutions to financial organizations seeking to achieve and maintain compliance and to capture market share in the IRA and health savings account industry.

As Executive Vice President of RPS, Mr. Christenson is responsible for managing and developing Ascensus’ product lines and services, which includes web-based technology, education and resource development, forms and documents, telephone and on-site consulting, and enrollment meeting support. 

Mr. Christenson’s background before joining Ascensus includes nine years of management experience in the financial services market where he was employed by a large national bank in Minneapolis, MN. While there, he successfully managed and grew three different “brick and mortar” branches in the Minneapolis/St. Paul area, opened and managed one of the first and fastest growing in-store branches in the bank’s history, and developed a management and branch staff commission and incentive program used throughout the branch system. He also obtained his Minnesota Life/Health Insurance license and his Series 6 and Series 63 securities licenses.


Mr. Christenson holds a Bachelor of Science degree in Business from the University of Minnesota’s Carlson School of Management, Minneapolis, MN.