WP&BC Portland Event: Half-Day Retirement Seminar

  • Tuesday, November 19, 2019
  • 12:00 PM - 6:00 PM
  • 200 SW Market Street, Lobby Level, Portland, OR 97201


Registration is closed

WP&BC Half-Day Retirement Seminar (Afternoon)

The WP&BC Retirement Seminar is one of the most significant and popular events of the season in Portland's benefits community, and this year's event will be no different.  Get a clear view of the future with insights from industry experts. Please join us for this exciting and informative half-day session.

Date:  Tuesday, November 19, 2019
Time:  12:00 p.m. to 6:00 p.m.

Location:  200 SW Market Street

Lobby Level
Portland, OR 97201

Please Note:  The Health and Welfare Seminar (morning session) has been postponed.  The new date will be announced soon.  



12:00 p.m. to 1:15 p.m.

Planning for Retirement Health Care Costs

Brad Vaughan, Vice President, Regional Sales Consultant

T. Rowe Price

1:15 p.m. to 2:15 p.m.

One of the biggest fears employees have about retirement is not being able to afford quality health care - yet many fail to integrate health care planning into a holistic retirement savings strategy.  There are several reasons people delay or overlook planning for health care expenses in retirement.  The thought of gradually - or rapidly declining health can be an unpleasant and emotionally draining exercise.  Also, there is a common misperception that Medicare will cover more health care expenses than it does, as well as an evolving and increasingly complex health care system that makes it difficult to predict what future costs may be.

In addition, health care expenses are the biggest line item in an employer's benefits budget - and they are the most valued benefit to employees.  With 75% of plan sponsors linking Health Savings Accounts to a retirement savings strategy, it's not if advisors will find themselves in health care conversations, it's when.

This program provides:

  • An overview of the health care landscape - including health care costs, and an understanding of the predictable health care costs in retirement.
  • A review of savings strategies - pretax, Roth, and HSAs to help employees prepare financially, with a detailed perspective on the features and benefits of HSAs.
  • A way to differentiate yourself and add value to plan sponsor relationships by connecting health care expenses to a comprehensive retirement planning strategy.

Brad Vaughan is a Vice President and Regional Sales Consultant with T. Rowe Price Investment Services, Inc.  Brad's strong communication skills, along with his deep financial experience, have helped him provide value to his clients as a Regional Sales Consultant in the U.S. Intermediates-Retirement Group at T. Rowe Price, where he oversees the Pacific Northwest Region.

Brad's mission is to help a diverse group of financial professionals elevate their businesses to higher levels.  He is focused on helping advisors, consultants, and recordkeepers add value to their clients' investment strategies, as well as remain informed about trends in the retirement marketplace.  

Guide to Retirement

Katherine Roy, CFP, Managing Director, Chief Retirement Strategist

J.P. Morgan Asset Management

2:30 p.m. to 3:30 p.m. 

Updated annually, the award-winning Guide to Retirement provides an effective framework for supporting your retirement planning conversations with clients.  It includes charts and graphs to help you explain complex issues in a clear and concise manner.  The Guide to Retirement won the 2012 RIIA Income Communications award, the 2014 MFEA STAR Award for retail education and the 2015 WealthManagement.com Industry Award for Thought Leadership - Investing.  

Katherine Roy, CFP, Managing Director, is Chief Retirement Strategist for J.P. Morgan Asset Management.  In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients.  Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all life stages.  Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events.  She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics.  

Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch.  She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives.  Katherine received a B.A. from Yale University and is a Certified Financial Planner.

Retirement Income:  Pursuing Lifelong "Paychecks" for Participants...and Your Practice

Lia Lundgren, C(k)P, Regional Director, Western Region

Wells Fargo Asset Management

3:45 p.m. to 4:45 p.m. 

Retirement income is a critical need that is receiving increasingly more attention as plan sponsors seek to provide additional choices in the decumulation phase.  Being knowledgeable on the topic of retirement income provides advisors with a foundation for developing strategies to engage plan sponsors in discussion.  What are some of the key products available, and where is the industry focused?  What are the important trends that are impacting plan sponsors as they seek to provide participants with a retirement "paycheck?"  This session is designed to provide compelling and useful insights as well as provide an opportunity for a group conversation.  

Lia Lundgren, C(k)P, has over 20 years of industry experience in the retirement plan industry, including record keeping sales and defined contribution investment sales.  With experience gained at Fidelity, Prudential Retirement, Merrill Lynch, and BNY Mellon, she has found her home at Wells Fargo Asset Management.  Lia calls on retirement plan consultants on the West Coast, adding value to their practices with thought leadership and tools to enhance their clients' 401(k) journey.  

Lia is a graduate of Colby College and has her FINRA Series 7 license as well as her C(k) P designation.  

Please Join us for Cocktail Hour

4:45 p.m. to 6:00 p.m. 

Professional accreditation credits include: AIF, ASPPA, CFP CE, CPE for CPAs, CEBS, ERPA, JBEA CPE, NIPA, CLE Oregon State Bar, SHRM.

Free for members

Registration fee: $75.00 for non members. 

Upcoming Events

Defined Contribution ESG Panel

January 16, 2020, 5:00 p.m. to 7:00 p.m. 2020 (Location TBA)

Legislative Update

March 11, 2020, 5:00 p.m to 7:00 p.m at Stoel Rives 

WP&BC Spring Social

Date and Time TBA

WP&BC Spring Conference 

May 21, 2020, 8:00 a.m. to 5:00 p.m at The Oregon Convention Center

Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



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