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
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
Presenter Biographies: 2015-01-14 Retirement Symposium Presnter Biographies WPBC Portland.docx
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
EMAIL: info@wpbcportland.org
PHONE: (503) 928-8780
Address:1819 SW 5th Ave. #211 Portland, OR 97201
