This is a recorded webinar originally presented on September 16, 2020.
With rapid changing policy developments and the elections just around the corner, updates from Washington have been fast and furious – and changing often. Join Bonnie Treichel, JD, Co-Founder of ZUNA, for a session that will help attendees understand the landscape of what’s new from Washington. Coming from the administrative agencies (IRS and DOL) as well as Congress, the session will discuss:
Focusing on the parts of these issues that actually matter most for attendees, the session will help attendees piece together a game plan for year-end to ensure that clients and partners can prepare to take actionable steps on these important updates.
Bonnie M. Treichel is a Co-Founder and Chief Operations Officer of ZUNA, a national finance and benefit consulting firm. Bonnie brings experience to a variety of ERISA and retirement plan-related issues, and she is a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and events. She prides herself on advocating for clients as they seek to create a better workplace for their employees – helping them to retire with dignity.
Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves the incoming Chair of the ABCs nationally; as the immediate past President for the ABC of the Great Northwest and works on various other committees for ASPPA. Bonnie is also a member of the Women in Pension Network and a member of the State Bar of California.
She earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law.
Portland Chapter Members: Free Non-Member: $20
Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.
Please feel free to reach out to WP&BC with any questions.
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