Events 2019-2020

Upcoming events

    • Tuesday, June 02, 2020
    • (PDT)
    • Thursday, December 31, 2020
    • (PST)
    • Recorded Webinar
    Register


    WP&BC Portland Chapter Recorded Webinar

    1Q 2020 Economic Review 

    Dan Quirk, CFA, CFP®

    Senior Investment Advisor, SageView


    This recorded webinar is an economic update presented by Dan Quirk from SageView. Topics include:

    • Major Economic Headlines from 1Q 2020

    • Global Economic Summary

    • CARES Act Summary

    • Plan Sponsor considerations for Coronavirus response

        Dan is a Senior Investment Advisor and investment committee member for SageView. His primary focus is on providing institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants. He also provides comprehensive wealth management services to individual clients. 

        Prior to joining SageView, Dan was the founding partner of Quirk Wealth Advisors, a wealth management firm based in Del Mar, CA. Previous to that, Dan was a partner at San Francisco-based Seacliff Capital, a market-neutral hedge fund that specialized in the financial services sector. Dan began his career in 1999 with JP Morgan as an equity research analyst covering the banking industry.

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

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

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.

        • Monday, August 10, 2020
        • (PDT)
        • Tuesday, August 18, 2020
        • (PDT)
        • Virtual






        2020 NAFE Amplified Virtual Conference 


        Staying on top of the latest governmental updates, best practices and ideas for not only maintaining but growing revenue for TPA businesses could not be more critical than it is today.  That's why NIPA and WP&BC are committed to bringing highly valuable, timely education through NAFE Amplified, a virtual experience inspired by the 2020NAFE Virtual Conference.


        When | August 10-12 and 17-18, 2020


        Where | Online— from your workstation, wherever that may be


        Who | All experience levels of retirement plan professionals


        More Information | https://www.nipa.org/page/AnnualForumExpo




        • Tuesday, August 18, 2020
        • 2:00 PM - 3:00 PM (PDT)
        • Webinar
        Register

        Lights, Camera, Sell!
        Sheri Fits

        Tuesday, August 18, 2020  
        2:00 p.m. to 3:00 p.m.

        Event Information

        Imagine your next high-stakes presentation. Picture your quarterly committee meetings or investment reviews. Perhaps you're hosting a simple client meeting? Now imagine them in a virtual environment. Are you prepared?

        Will your virtual meetings provide you with an opportunity to shine? Will your meetings amplify your expertise and experience? Hosting an impactful meeting is more than simply downloading Zoom and pushing “Start my meeting."

        Rock your virtual meetings now! Don’t wait for the instruction manual. Lights, Camera, Sell! was specifically created to help you use the virtual environment to compete effectively – and confidently. 

        Portland Chapter Members:  Free
        Non-Member:  $20

        Two Step Registration Process

        Please register through the WP&BC Portland Website. You will receive a confirmation email.  Please click on the link in the confirmation email to complete your register via Zoom.


        This will be an interactive meeting! Come prepared to have you camera on and interact with your fellow industry colleagues! 

        About Sheri Fitts

        Sheri Fitts, a financial services marketing and brand guru, will completely upend the way you think about generating referrals, attracting the best-fit client, and driving sales and retention goals. From Utah to the United Kingdom, she has shared her expertise as a marketer and business owner with packed, in-person and virtual audiences. Sheri’s clients include leaders and advisors from such forward-thinking companies as Ameriprise, BlackRock, Charles Schwab, LPL Financial, Principal, Transamerica, Commonwealth, John Hancock and more. 

        Throughout her 30-year career she’s been an early adopter of technology. She sent her first email newsletter in 1998 and coded her first website in 2000. In 2006, she began teaching financial service organizations the ins and outs of LinkedIn – at a time when many were hoping the “Internet thing” would blow over. Today she continues to drive innovation and exploration through her work to help industry leaders broaden their reach through video and virtual media. Beyond simply turning on the camera and offering a talking-head solution, Sheri coaches leaders and their teams as they reimagine their next virtual high-stakes presentation. 


        • Thursday, August 27, 2020
        • 10:00 AM - 11:40 AM (PDT)
        • Webinar

        ONLINE WEBINAR: 

        Thursday, August 27, 2020

        10 am - 11:40 am

        To enroll click:

        ONLINE Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases


        Presentation:

        This Webinar will discuss the four U.S. Supreme Court decisions involving ERISA from the 2019-20 term.  Scott will describe the history, issue and decision of the case in his signature “punny” manner.  He will also discuss its overall significance and meaning to employee benefits practice.  Finally, he will preview cases held over to the next term that begins October 2020, including one deciding the fate of the Affordable Care Act.

        • Will High Court Ever Clarify Its 2014 Dudenhoffer decision?
        • Will ERISA’s 3-year Statute of Limitations Ever Apply After Intel?
        • Does Thole Encourage Bad Behavior By DB Plan Sponsors?
        • Will Little Sisters Wind Up Back at High Court. . . Yet Again?

        The Speaker:

        Scott E. Galbreath, J.D., LL.M. (Tax)

        Scott is the leader of the Employee Benefits and Executive Compensation practice at Murphy Austin and has over 30 years’ experience practicing employee benefits and tax law.  He is a Certified specialist in Taxation Law by the State Bar of California Board of Legal Specialization, a Fellow of the American College of Employee Benefit Counsel, the President of the Sacramento Chapter of the National Institute of Pension Administrators, a former President and current board member of the Sacramento Chapter of Western Pension & Benefits Council and the creator and author of the Benefit of Benefits blog. Scott regularly speaks on new developments in employee benefits at WPBC, NIPA, and other meetings and has published articles in the Journal of Pension Benefits, the Compensation Planning Journal, the New York University Review of Employee Benefits and Executive Compensation, and others.  Scott was recognized by his peers as a Top Lawyer for Employee Benefits on the 2020 list published by Sacramento Magazine.An interesting fact, Scott was the principal designer of the current WP&BC logo. 

        Continuing Education: 

        • 2 CE for AIF Certification (pending)
        • 2 CE for ASPPA certifications
        • 2 CEC for NIPA certifications
        • 2 CPE for CEBS
        • 1.75 hours MCLE for California attorneys
        • 2 hours for California CPAs
        • 2 CE for CFP (pending)
        • 2 CE for CRPS (pending)
        • 2 hour for ERPA and Enrolled Agents 
        • 2 CE JBEA certifications


        Early bird Cost: $65 for members, $90 for non-members. 

        A Special Thank You to Our Sponsors            

                                     


        Marti Hack, Webinar Coordinator

        Western Pension Governing Board
        24001 Calle de la Magdalena, #2715

        Laguna Hills, CA 92653-2715

        http://www.westernpension.org 
        webinars@westernpension.org.

        949-859-6277



      Western Pension & Benefits Council Portland Chapter

      Proud partners with professional accreditations for continuing education



                         

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