REGISTER TODAY!
WP&BC Portland's Final Event of 2023.

New Year, New You, New Plan: Updating your retirement plan for 2024 and beyond

Tuesday, December 12, 2023 

5:00 PM to 7:30 PM 

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

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.

Schedule: 
5:00 PM to 6:00 PM Networking
6:00 PM to 7:00 Presentation
7:00 PM to 7:30 PM Networking

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