Half Day Retirement Symposium

  • Wednesday, January 14, 2015
  • 8:30 AM - 11:30 PM
  • The Standard Insurance Center - Basement Auditorium

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 Retirement plan Symposium

Wednesday, January 14, 2015

8:30 AM – 11:30 AM Pacific Time

The Standard Insurance Center | Basement Auditorium | 900 SW 5th Avenue | Portland, OR 97204

8:30 AM – 8:40 AM

Welcome and WP&BC Update

Kara Backus

President

WP&BC Portland

8:40 AM – 9:20 AM

Executive Compensation: 409A Practical Tips and Current Plan Design Issues

Executive Compensation - 409A Practical Tips and Current Plan Design Issues by Vince Cacciottoli.pdf

Vince Cacciottoli

Owner – Portland

Garvey Schubert Barer

9:20 AM – 9:35 AM

Break

Breakfast and Networking

9:35 AM – 10:35 AM

Panel Discussion:

Retirement Readiness

Retirement Readiness Panel Slides by Scott Faris.pdf

 

Retirement Readiness Panel Slides by Jennifer Schuessler.pdf

 

Retirement Readiness Panel Slides by Monique Little.pdf

Moderator: Chris Wolfe QPFC, APA

Retirement Plan Consultant

The Standard

Panelist: Scott Faris JD, CFA

Senior Consultant

Hyas Group, Inc.

Panelist: Jennifer Schuessler CFP

Regional Director

Empower Retirement

Panelist: Monique Little

Chief People Officer

First Tech Federal Credit Union

10:35 AM – 10:50 AM

Break

Refreshments and Networking

10:50 AM – 11:25 AM

Target-Date vs. Risk-Based Funds: Maybe the Answer is Both! 

Target-Date vs. Risk-Based Funds - Maybe the Answer is Both! by Kevin Raymond.pdf

Kevin Raymond

Director

Sellwood Consulting

11:25 AM – 11:30 AM

Upcoming Events and Adjourn

Ashlee Moehring

Programs Co-Chair

WP&BC Portland

 

Presenter Biographies: 2015-01-14 Retirement Symposium Presnter Biographies WPBC Portland.docx 


Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

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