REGISTER TODAY!

NEW YEAR, NEW YOU, NEW PLAN: UPDATING YOUR RETIREMENT PLAN FOR 2024 AND BEYOND 

Tuesday, December 12, 2023 

5:00 PM to 7:00 PM 

Standard Insurance Auditorium 900 SW 5th Ave Portland, OR 97204 The Auditorium is located on the B1 Level 

Nearest parking garage address: 920 SW 4th Ave Portland, OR 97204 

Panelists 

TPA: 

Greg Jones, CEO, Professional Benefit Services 

Recordkeeper: Kent Smothers, Regional Sales Manager, Empower 

Advisor: 

Nicholas Running, Retirement Plan Specialist, Cable Hill Partners 

Attorney: Jason Douthit, Attorney, Ferenczy Benefits Law Center 

Auditor: Stephanie Monroe, Senior Auditor, Pension Assurance 

Moderator: 

Kevin Spaeth, Western Regional Director, PenChecks 

Join Western Pension Benefits Council to celebrate the end of 2023 and prepare your company’s retirement plan for 2024 and beyond. You’ll hear from a panel of industry veterans on ways to tweak your plan to lower costs, increase employee engagement, tailor benefits and much more. The panelists combine for almost 100 years of experience in the retirement space. Their experience was gained in diverse backgrounds such as administration, recordkeeping, law, accountancy, and investments. We’re tailoring our discussion to appeal to both newcomers as well as seasoned professionals that want to see the retirement industry in a new light. 

Following our panel discussion, you’ll have the chance to network with your industry peers. 

Registration is free for members and $50 for non-members. 

Professional accreditation credits include AIF (pending), ASPPA, CFP (pending), CLE Oregon State Bar (pending), CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM. 

Save the Date:
WP&BC Portland 2024 Spring Conference
May 15, 2024

Sponsorship Opportunities are available!
Click here for more information