Upcoming Chapter and Industry Events 

Upcoming events

    • 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

    • Thursday, June 17, 2021
    • 11:00 AM (PDT)
    • Friday, September 17, 2021
    • 12:00 PM (PDT)
    • Webinar
    Registration is closed



    WP&BC Portland Chapter Online Webinar 

    Women in Retirement (Authentically Connecting with Women Investors)

    Jean Dunn
    Vice President, T. Rowe Price

    Recorded on June 15, 2021

    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

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

    • 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
    Managing Director, Hartford Funds

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

    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.

    View Our Recorded Webinars! 

    WP&BC Portland Chapter Recorded Webinar: Women in Retirement (Authentically Connecting with Women Investors), T Rowe Price

    WP&BC Portland Chapter Recorded Webinar: Anticipating the Unexpected

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

    • Tuesday, August 24, 2021
    • 9:00 AM - 10:45 AM (PDT)
    • Webinar

    The Governing Board of

    WP&BC presents
    ONLINE WEBINAR: 

    Retirement Income: The Pension Plan of the Future

    24 Aug 2021 
    9:00 AM to 10:45 AM PDT

     
    This webinar will be recorded and available to all paid registrants immediately following the live session.

    The Presentation

    Future retirees lack the opportunity to retire with dignity due to the limited access to pension plans and lifetime income products. As 401(k)s are the primary source of savings for millions of Americans, there will be a decisive gap between their long-term needs and their current investment opportunities.

    Current initiatives help participants through education and financial wellness yet fall short of providing clear instructions and strategies to turning the 401(k) into consistent, secure retirement income. 

    Learning objectives:

    Join Bonnie Treichel, chief solutions officer of Endeavor Retirement, for a program that will help attendees:

    • Identify the goals of the plan and its participants
    • Decipher the landscape of retirement income products and providers
    • Leverage a framework to review (and document the review of) retirement income solutions
    • Develop your business case for retirement income solutions

    Our Speaker

    Bonnie Treichel, Endeavor Retirement

    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.  

    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 
    • 2 CECs for CRPS 

    Pricing:

    • Early Bird (through August 10): $65 for members, $90 for non-members 
    • Regular: $90 for members, $115 for non-members 

    A Special Thank You to Our Sponsors:


    Sincerely,

    Bridget Davidson | Webinar Coordinator | Western Pension & Benefits Council 
    (503) 866-6384 | webinars@westernpension.org
    PO Box 2023 | Gresham, OR 97030
     
    https://westernpension.org/ 

    • Thursday, April 28, 2022
    • 7:30 AM - 5:00 PM (PDT)
    • 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

Proud partners with professional accreditations for continuing education

                                      


                  

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