Half-Day Retirement Conference

WP&BC Retirement Conference

Wednesday, November 15, 2017

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

• 12:00pm-1:15pm: Lunch

• 1:30pm-2:30pm: Andy Murray -  Becker Capital - Capital Markets Update.
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• 15 minute break

• 2:45pm-3:45pm - Greg Koleno - A 5-part process for selecting Qualified Default Investment Alternatives (QDIAs)

• 15 minute break

• 4:00pm-5:00pm - Utilizing a Defined Benefit Plan in Business Transitions. Presented by Karen Dunn, EA, MSPA, QPA.

CE credit available: ASPPA, CEBS, SHRM, ERPA, CPE for CPAs and CLE for Oregon State Bar Association.

Free for members

Registration fee: $75.00 for non members. If you are registered for the afternoon session, register for the morning session for an additional $25.00. Please use the promo code in your confirmation e-mail to register.