Events 2019-2020

Upcoming events

    • Monday, August 09, 2021
    • Wednesday, October 27, 2021
    • Webinar
    Register



    WP&BC Portland Chapter Recorded Webinar 

    5 Ways Technology Will Change How You Age


    Ryan Sullivan
    Managing Director, Hartford Funds

    Recorded on July 27, 2021

    For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As people live longer, and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close with friends and family? How do you maintain independence and mobility? How do you embrace new experiences? The answer: technology. With the advent of smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips. 

    This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives:

    1. Technology-Driven Transportation Will Help Us Stay Mobile

    2. It Will Be Easier to Work and Earn Income Longer

    3. We’ll Be Better Able to Maintain Our Social Network as We Age.

    4. Apps to Help Us Age in Place

    5. Technology Will Monitor Our Health at Home

    Advisors will learn why renting, not owning, assets in the on-demand and sharing economies will translate into a need for more cash on hand than retirees currently need and less stashed away in illiquid assets such as real estate. Attendees will consider the costs of these new devices and services,

    the need to put more emphasis on income that may be needed to pay for on-demand services, and understand the impact that a shift towards income could have on asset growth.

    Objectives:

    1. Learn about a new array of devices and services that will make it easier for investors to work, stay healthy, live at home and remain connected to friends and family.

    2. Understand the need for longevity specialists. Longevity specialist advice goes beyond investment and planning alone to focus on the income that will be necessary to address specific needs in later life. Moreover, a longevity specialist serves as a connector between investors and trusted, vetted services that provide solutions to the jobs of longevity.

    3. Learn practical ideas to help investors experience the capabilities these new apps and devices.

    Ryan Sullivan is a managing director of applied insights for Hartford Funds. He travels extensively, leading communication workshops around the country and speaking on a variety of financial topics—with a focus on retirement research from the MIT AgeLab. Ryan’s been an invited speaker nationwide, providing insights to audiences in 46 states and Puerto Rico. He has a passion for helping to improve the communication between financial professionals and their clients. 

    Ryan originally joined Hartford Funds in 1996, holding various roles of increasing responsibility. He left the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, he founded a business to coach professionals on public speaking and the improvisational mindset, working with attorneys, accountants, engineers, financial professionals, and physicians, among others. He also was named vice president and head of investor education at Envestnet MoneyGuide, a leading financial-planning software platform for financial professionals. 

    In addition to his role at Hartford Funds, Ryan volunteers his time and communication expertise to help others. Since 2012, he’s led communication workshops at UNC Charlotte’s Center for Leadership and Community Engagement. He’s also a certified facilitator for TimeSlips™, a program through which he leads interactive storytelling sessions for people living with Alzheimer’s and dementia. In addition, he leads communication workshops through Charlotte Family Housing to help empower working families experiencing homelessness to achieve self-sufficiency. 

    Ryan is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series 7 and 63 registered. He holds his Life, Health, and Variable Products licenses and has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute. 

    Originally from Hartford, Connecticut, Ryan attended Bucknell University, where he earned a bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie. 

      

    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.


    • Wednesday, September 29, 2021
    • 11:30 AM - 12:50 PM
    • Webinar

      

    The Governing Board of

    WP&BC presents

    ONLINE WEBINAR: 


     Cybersecurity for Retirement Plans: What Sponsors and Vendors Should Know About the Recent DOL Guidance 


    Wednesday, September 29, 2021 

    11:30 AM to 12:50 PM PDT 


     


    The Presentation


    This presentation will address the background of how theft occurs in retirement plans and the backdrop that created for the Department of Labor’s recent guidance on cybersecurity standards for those plans.  The guidance will then be examined in more detail, with practical tips on how both sponsors and vendors can work to meet those best practices. 


    Learning objectives:

    • Understand how theft occurs from a retirement plan
    • Identify best practices established by Department of Labor
    • Learn how these might be implemented in practice


    Our Speaker


    Kelsey Mayo, Poyner Spruill LLP 


    Kelsey Mayo’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She is recognized by Chambers USA as a leading lawyer for Business (Employee Benefits & Executive Compensation).

     

    Kelsey enjoys helping professionals decipher the most complex areas of this field and speaks regularly with industry organizations, including the American Society of Pension Professionals and Actuaries and CPA organizations. Kelsey was a long-time volunteer on both ASPPA and ACOPA’s Government Affairs Committees and now serves as the American Retirement Association’s Director of Regulatory Policy.

     

    Kelsey also brings her background in accounting as well as her study for the actuarial exams to bear for the benefit of her clients. She is uniquely positioned to understand how benefits integrate with a company’s financial concerns and to assist owners and executives in managing these benefit programs.


    Continuing Education:

    • 2 CE for AIF (pending)
    • 2 CE for CEBS
    • 2 CE for CFP (pending)
    • 2 CECs for ERPA 
    • 2 CECs for JBEA
    • 2 CPEs for ASPPA certifications
    • 2 CECs for NIPA certifications
    • 2 hours for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CECs for CRPS 

    Pricing:

    • Early Bird (through September 24): $65 for members, $90 for non-members 
    • Regular: $90 for members, $115 for non-members 

    A Special Thank You to Our Sponsors:



    • Thursday, October 21, 2021
    • 11:00 AM - 12:00 PM
    • Webinar
    Register



    WP&BC Portland Chapter Online Webinar 

    Legal & Regulatory Update for Health & Welfare Plans


    Ed Doherty, J.D.
    Vice President, Aon
    U.S. Health Solutions Legal Consulting Group 

    Thursday, October 21, 2021 
    11:00 AM to 12:00 PM

    Developments in the health and welfare space have continued non-stop throughout 2021. As employers continue to deal with COVID-related impacts on their business and the benefits made available to employees, they are also preparing for a host of new requirements effective for group health plans starting to take effect in 2022. Join us for a legal update of matters relevant to health and welfare plan sponsors and a discussion of upcoming regulatory and legislative developments impacting group health plans. Topics include:

    • No Surprises Act and balance billing protections
    • Health plan price transparency requirements
    • Employer vaccine mandate considerations
    • What COVID relief is ending and what continues

    Ed Doherty, J.D. is a Vice President in Aon’s U.S. Health Solutions Legal Consulting Group. He has been consulting in health and welfare benefits law since 2010, providing client advice and services regarding a wide range of legal consulting issues, including the Affordable Care Act, HIPAA, COBRA, ERISA, and FMLA. His clients include large and mid-sized employers throughout all industries, including public and governmental entities, multinational employers, and nonprofits. He also provides legal consulting support for Aon’s Health Care Vertical, providing hospital systems and other health care providers particularized advice concerning their unique context.

    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.

    View Our Recorded Webinars! 

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

    • Thursday, April 28, 2022
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center 777 NE Martin Luther King Jr Blvd Portland, OR 97232



    WP&BC Portland Chapter Spring Conference 

    April 28, 2022

    More information coming soon!



Western Pension & Benefits Council Portland Chapter

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