Join us for the SEPTEMBER 2026 Workshop + Dinner Meeting!

5:30 pm - 6:30pm Workshop (CFP & IAR CE Credit TBC) - Joanne Bianco - Partner, Senior Investment Strategist BondBloxx) will present "Why Precision Matters in Fixed Income: Don’t Just Own Bonds. Own the Right Bonds" 

DOWNLOAD PRESENTATION HERE

JoAnne is a CFA® charterholder who brings deep markets knowledge and analytical expertise across fixed income asset classes to her position as Partner and Investment Strategist at BondBloxx.

Prior to representing BondBloxx’s ETF strategies to clients and driving the company’s distribution efforts, JoAnne was at PPM America for 30 years as a Senior Portfolio Manager, Director of Corporate Bond Research, and Senior Credit Analyst for high yield, investment grade, and crossover portfolios. Previously, JoAnne was a Debt Rating Analyst for S&P Corporation and a Senior Credit Analyst/Department Head and Account Officer for Chemical Banking Corporation, where she was part of a middle market commercial lending unit specializing in highly leveraged transactions.

JoAnne enjoys running, hiking and traveling during her time outside work, as well as bucket-list adventures with her husband and four daughters.

6:30 pm - 7:15 pm - Cocktails

7:15 pm - 8:15 pm - Presentation & Dinner (CFP & IAR CE Credit TBC) - Stuart Ritter (T. Rowe Price) will present  "Solving the Retirement Income Puzzle"

DOWNLOAD PRESENTATION HERE

Stuart Ritter is an insights leader in U.S. Intermediaries. Stuart also is a vice president of T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc.

Stuart’s investment experience began in 1993, and he has been with T. Rowe Price since 1999, serving in a variety of roles related to retirement thought leadership and product development—currently helping develop the firm’s expertise on major topics that impact the retirement industry. He is a frequent speaker at client and industry events as a retirement subject matter expert and serves as one of the firm’s spokespersons to national media organizations.

Stuart earned a B.S. in electrical engineering from the University of Maryland, an M.A. in political science from The American University, and an M.B.A. from the University of the People. Stuart is a CERTIFIED FINANCIAL PLANNER^TM professional and a Series 6, 7, and 66 registered representative. Stuart has taught personal finance as an adjunct faculty member at Johns Hopkins University.