Upcoming Chapter and Industry Events 

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.

        • Wednesday, July 29, 2020
        • 2:00 PM - 3:00 PM (PDT)
        • Webinar
        Register


        WP&BC Portland Chapter Online Webinar

        The Pig in the Python is Retiring

        Lynn Avitabile

        Managing Director, J.P. Morgan Asset Management


        Wednesday, July 29, 2020 

           2:00 p.m. to 3:00 p.m.


        The giant baby boomer generation (the Pig) is at the tail end of the part of their working and savings life cycle (the Python) and are getting ready to become retirees who are spending their money. How are people thinking about starting to deliver ways for this population to gain access – through the plan – to retirement options? What is helping and hurting that effort?

        Lynn Avitabile, Managing Director, is an investment specialist within Multi-Asset Solutions, based in New York. She focuses on our Target Date Fund solutions, and leads our educational efforts on that topic. An employee since 1984, Lynn spent 20 years within Human Resources. She headed Human Resources for J.P. Morgan Global Investment Management and served as a member of the investment company's senior leadership group for six years prior to joining Multi-Asset Solutions. Lynn earned a Bachelor of Science in Occupational Therapy from Quinnipiac College and an MBA from Duke University. She is Series 7, 63 and 3 licensed.

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

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

        New! View Our Recorded Webinars! 
        WP&BC Portland Recorded Webinar: 1Q 2020 Economic Review by Dan Quirk from SageView 




      Western Pension & Benefits Council Portland Chapter

      Proud partners with professional accreditations for continuing education



                         

      Powered by Wild Apricot Membership Software