WP&BC Portland Chapter Recorded Webinar: Anticipating the Unexpected

  • Wednesday, May 19, 2021
  • 10:00 AM
  • Wednesday, August 18, 2021
  • 11:00 AM
  • Webinar

Registration


Register



WP&BC Portland Chapter Online Webinar 

Anticipating the Unexpected

Karen Drancik
Senior Vice President
Neuberger Berman

Recorded on May 18, 2021

When individuals build a financial plan, it is often with specific goals in mind—such as a comfortable retirement, or paying for college. Insurance may be what we think of, rather than investment planning, when we consider the unexpected—but that may be an incomplete strategy. Creating an effective plan can make all the difference.


Anticipating the Unexpected is designed to help position the advisor as the family’s financial quarterback in creating a plan to help navigate the overall financial picture, investment portfolio, retirement income needs, annuity and life insurance coverage, long-term care and estate planning. The program also covers the Surviving Spouse Checklist, a 12-month guide to working with your advisor immediately following the death of a loved one.


Karen Drancik, Senior Vice President, joined the firm in 2006. Karen is a Business Development Advisor with the Neuberger Berman Advisor Institute. Previously, Karen was regional vice president and alternative investment specialist at Evergreen Investments, where she sold Hedge Fund of Funds, Private Equity, Managed Futures and Commodities funds. Karen has over 20 years of portfolio management and sales experience with firms such as Wachovia and Bank of America Capital Management. Karen received a BA in Political Science from the University of North Carolina at Chapel Hill.

Registration Pricing
Portland Chapter Members: Free
Non-Member: $20

Pending professional accreditation credits include: AIF, ASPPA, CFP, CLE OSB, CPE for CPAs, CEBS, ERPA, NIPA, JBEA, and SHRM.

Upcoming Webinars

WP&BC Portland Chapter Online Webinar: Women in Retirement, T Rowe Price


WP&BC Portland Chapter Online Webinar: 5 Ways Technology Will Change How You Age


View Our Recorded Webinars 

WP&BC Portland Chapter Recorded Webinar: Mastering Team Dynamics


WP&BC Portland Chapter Recorded Webinar: Professional Ethics: Using Ethical Practices as a Business Building Strategy


Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education

                                      


                  

Powered by Wild Apricot Membership Software