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Welcome to The WP&BC Portland Chapter

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Thank you to our 2024 Spring Conference Sponsors!

 Bumps Along the Path to Retirement and the Potential to Reduce Their Impact

There are many life circumstances and events that can create bumps along the path when trying to reach retirement savings goals, despite the best laid plans.  The good news is we can identify some of them, and the likelihood they’ll occur, which gives us opportunities to smooth that path.  Understanding those events better can help sponsors consider plan design options and the potential for impact and identify educational opportunities for participants.

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.


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:


(503) 928-8780

1819 SW 5th Ave. #211
Portland, OR 97201

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