Agenda
President's Welcome (8:00 – 8:15 AM)
Phil Sherman, Deschutes Investment Consulting
Opening Keynote (8:15 – 9:30 AM)
The Retirement Sketchbook: Using Visual Planning to Create Better Client Outcomes
Bonnie M. Treichel, JD
Founder and Partner, Endeavor Law
Founder and Chief Solutions Officer, Endeavor Retirement
Breakout 1A (9:55 – 10:55 AM)
Trail Guide to Retirement Plan Corrections Using SCP and VCP
Morgan Baumgard, CPFA
Partner
Baumgard + Fedance LLP
Breakout 1B (9:55 – 10:55 AM)
DC Plan Participant Research: More Participants Need Help with Retirement Planning
Pamela Hess, CFA
Executive Director and Retirement Strategist
J.P. Morgan Asset Management
Breakout 1C (9:55 – 10:55 AM)
What to Expect from an EBSA Investigation
Andy Cameron
Senior Benefits Advisor
U.S. Department of Labor, Employee Benefits Security Administration (EBSA)
Breakout 2A (11:00 AM – 12:00 PM)
The Defined Benefit Plan Solution for Small Businesses
Sara Ark, FSA, EA, MAAA
Consulting Actuary
Aeron Riordan, ASA, EA, MAAA
Consultant
Independent Actuaries, Inc.
Breakout 2B (11:00 AM – 12:00 PM)
A Practical Look at PEPs: From Structure to Execution
Haley Erickson, QKA
Senior Fiduciary Consultant
Group Plan Systems, LLC
Breakout 2C (11:00 AM – 12:00 PM)
Brian Furgala
More information coming
Lunch Keynote (12:00 – 1:30 PM)
Lunch Presentation: Anatomy of a Recession
Jeffrey Schulze
ClearBridge
Breakout 3A (1:50 – 2:50 PM)
Session details coming soon
Breakout 3B (1:50 – 2:50 PM)
Executive Benefits at a Glance
Lorrie Baldevia
Platform President
Gallagher
Breakout 3C (1:50 – 2:50 PM)
Session details coming soon
Afternoon Keynote (3:00 – 4:00 PM)
Mark Iwry
Session details coming soon
Cocktail Hour (4:00 – 5:30 PM)
WP&BC After Dark at Spirit of 77 (5:30 PM)