President, Target Date Solutions
Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.
He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
33 Ratings
BW
Feb 23rd, 2024
Excellent presentation by Ronald Surz. The information shared was very thought provoking and I appreciated his honest reflection on the current economic status. I wish I was bold enough to implement his advice (no stocks!), but there are some elements of truth in his information. More advisors are Talmudic advice and I am concerned that the US economy is on the down spiral. Thanks for the information. I enjoyed this topic more than many of the other courses and I highly recommend this course. An honest thinker who sees the writing on the wall. Thank you Ronald.
FG
Feb 23rd, 2024
Ron always does a great job providing an experienced, historical, and future view of the economy and how it impacts ours and our clients financial future.
JB
Mar 27th, 2024
Love to see more of this from this gentleman. Very insightful and timely insights on the economy.
CB
Apr 14th, 2024
Timely topic.
TS
Mar 17th, 2024
great
Access to 13,000+ Hours of Continuing Education Approved Content Know More
Subscribe to Access
-1696602242.webp-1712852173 "Stocks Unplugged: A Holistic Approach to Unique Investment Strategies")
-.webp-1711123459 "Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies")
