Presentations

Keynote Presentations

Susan Ershler, Conquering the Seven Summits of Peak Performance

Douglas Peterson, Securing retirement:  A look at what it takes to protect your identity and your retirement in the modern record keeping world.

Retireholik(s), The Merging of 401(k) and Financial Wellness - Special guest Jason Roberts joining the conversation

Breakout Session I

A.  Ready, Fire, Aim?  TDFs

B.  History of the Benefits World, Part I

C.  Inside Look at Recent Events and Priorities of the Department of Labor - EBSA

Breakout Session II

A.  Plan Sponsor Attitudes

B.  The Evolving Workspace

C.  ESG Panel Discussion

Breakout Session III

A  Providing A Personalized Retirement to Participants with Better Data and Better Outcomes

B.  Panel Discussion:  New Perspectives on HSAs

C.  CIT Discussion


Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

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