Upcoming Chapter and Industry Events 

Upcoming events

    • Wednesday, March 31, 2021
    • (PDT)
    • Wednesday, June 30, 2021
    • (PDT)
    • Webinar
    Register



    WP&BC Portland Chapter Recorded Webinar 


    Professional Ethics: Using Ethical Practices as a Business Building Strategy

    Bonnie M. Treichel, JD
    Chief Solutions Officer
    Endeavor Retirement

    Originally Recorded on Wednesday, March 31, 2021


    While ethics presentations may have the perception of being boring, this session aims to provide practical scenarios that you can position with clients to demonstrate how you are distinguishable from your competitors.  Join Andy Larson of the Retirement Learning Center and Bonnie Treichel of Endeavor Retirement for a practical discussion where you will learn the following (and you might laugh a little too): 

    • Ethical obligations related to safeguarding client information in today’s digital world.
    • In a time where regulations and legislation keeps coming, when do you know enough?  What’s your obligation to know more? 
    • With conflicts all around, how do you remain objective?
    • Where cross-selling abounds, how do you maintain confidentiality and internal controls?

    Explore these topics and others while considering how to position these ethical issues in a way that ensures your clients and prospects will understand your value proposition.

    Bonnie Treichel is the Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry.  Having served in each of those roles in her career – a plan sponsor, an ERISA attorney, and an advisor – Bonnie has witnessed many angles of the retirement plan.  She puts that experience to work by helping to find solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan.

    Bonnie is a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and is often quoted in industry publications.  Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves as the Chair of the ABCs nationally; as the immediate past President for the ABC of the Great Northwest; and works on various other committees for ASPPA.  

    Bonnie is also a member of the Women in Pension Network and a member of the State Bar of California.  She earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law.  When she isn’t working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retriever Sunny, running, riding her bike, and volunteering for Make a Wish.  

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

    Professional accreditation credits include: AIF, ASPPA (Ethics), CFP, CPE for CPAs, CEBS, ERPA, NIPA, JBEA, and SHRM.


    • Wednesday, May 19, 2021
    • 10:00 AM (PDT)
    • Wednesday, August 18, 2021
    • 11:00 AM (PDT)
    • Webinar
    Register



    WP&BC Portland Chapter Online Webinar 

    Anticipating the Unexpected

    Karen Drancik
    Senior Vice President
    Neuberger Berman

    Recorded on May 18, 2021

    When individuals build a financial plan, it is often with specific goals in mind—such as a comfortable retirement, or paying for college. Insurance may be what we think of, rather than investment planning, when we consider the unexpected—but that may be an incomplete strategy. Creating an effective plan can make all the difference.


    Anticipating the Unexpected is designed to help position the advisor as the family’s financial quarterback in creating a plan to help navigate the overall financial picture, investment portfolio, retirement income needs, annuity and life insurance coverage, long-term care and estate planning. The program also covers the Surviving Spouse Checklist, a 12-month guide to working with your advisor immediately following the death of a loved one.


    Karen Drancik, Senior Vice President, joined the firm in 2006. Karen is a Business Development Advisor with the Neuberger Berman Advisor Institute. Previously, Karen was regional vice president and alternative investment specialist at Evergreen Investments, where she sold Hedge Fund of Funds, Private Equity, Managed Futures and Commodities funds. Karen has over 20 years of portfolio management and sales experience with firms such as Wachovia and Bank of America Capital Management. Karen received a BA in Political Science from the University of North Carolina at Chapel Hill.

    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.

    Upcoming Webinars

    WP&BC Portland Chapter Online Webinar: Women in Retirement, T Rowe Price


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


    View Our Recorded Webinars 

    WP&BC Portland Chapter Recorded Webinar: Mastering Team Dynamics


    WP&BC Portland Chapter Recorded Webinar: Professional Ethics: Using Ethical Practices as a Business Building Strategy

    • Tuesday, June 15, 2021
    • 11:00 AM - 12:00 PM (PDT)
    • Webinar
    Register



    WP&BC Portland Chapter Online Webinar 

    Women in Retirement (Authentically Connecting with Women Investors)

    Jean Dunn
    Vice President, T. Rowe Price

    June 15, 2021
    11:00 AM to 12:00 PM

    Women now control more personal wealth in the U.S. than men and are critical to the future success of your practice. To truly connect with women investors, it’s important to recognize that women have their own unique perspectives—it’s not just about the differences between men and women but the differences among women. The future is now, so be prepared to set yourself apart with women investors. Attend this webinar to understand:

    • What women value most
    • Where women see opportunities for financial professionals to improve their offerings
    • How to tailor your approach based on a woman’s investment decision making
    As a group, women are wealthier and more influential than ever before, but every woman has her own unique needs and perspectives. Tailor your approach to meet her needs, earn her trust, and prepare yourself for success. 


    Jean Dunn is a vice president of T. Rowe Price Associates, Inc., and a client loyalty insights leader in the U.S. Intermediaries division. In this role, she creates thought leadership and provides consultative services with clients and prospects on financial services marketing, client loyalty, and segmentation insights. Before assuming her current position in 2017, Jean led several strategic marketing teams that developed strategic marketing plans, value-added programs for financial advisors, and communication programs for defined contribution clients. With over 20 years of experience in the financial services industry, Jean has worked extensively with financial intermediaries and advisors. Prior to joining the firm in 2004, she worked in the Third Party Sales & Marketing Department at American Century Investments. Jean earned a B.S. in political science from Truman State University. She is a Series 6, 7, and 63 registered representative and a Series 24 registered principal. She also is a CERTIFIED FINANCIAL PLANNER™ professional. 


    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: Professional Ethics: Using Ethical Practices as a Business Building Strategy


    WP&BC Portland Chapter Recorded Webinar: Anticipating the Unexpected

    • Tuesday, July 27, 2021
    • 11:00 AM - 12:00 PM (PDT)
    • Webinar
    Register



    WP&BC Portland Chapter Online Webinar 

    5 Ways Technology Will Change How You Age


    Ryan Sullivan
    Hartford Funds

    July 27, 2021
    11:00 AM to 12:00 PM

    More information coming soon!  

    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: “A 2021 Capital Markets, Legislative and Regulatory Outlook"

    WP&BC Portland Chapter Recorded Webinar: "Mastering Team Dynamics"


Western Pension & Benefits Council Portland Chapter

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