WP&BC San Francisco Chapter Meeting - Economic Update

  • March 12, 2019
  • 4:00 PM - 7:00 PM
  • Jackson Lewis - 50 California Street, 9th Floor

Registration

  • No-charge for Plan Sponsors.

Registration is closed

  

A panel of experts will discuss current market conditions and the impact on retirement plan investments

Tuesday,  March 12, 2019
50
 California Street, 9th Floor

SPEAKERS:
Omar Aguilar, SVP and CIO of Equities and Multi-Asset Strategies at Charles Schwab Investment Management will present an Economic and Market Update

Followed by advisor perspectives from Jon Chambers, Managing Director, SageView Advisory Group
and
Karen Casillas, AIF, CPFA, CFSVice President | Financial Advisor
CAPTRUST

4:00-4:30 p.m. - Registration
4:30-6:00 p.m. - Program
6:00-7:00 p.m. - Social Hour


Sponsored by


SAVE THE DATE FOR UPCOMING CHAPTER MEETING!

May 14, 2019

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REGISTER EARLY - The cost is $55 for WP&BC Members, $95 for Non-members. COMPLIMENTARY FOR PLAN SPONSORS (Members and Non-members). No refunds after March 5, 2019, but substitutions are permitted at any time.

FREE PASSES
Chapter Sponsors may use their free member tickets and guest passes for this meeting. Advance
registration is required - email names to 
info@wpbcsf.org.

CONTINUING EDUCATION

CEUs for this event are available for Attorneys, CPAs and Actuaries. 

EASY WAYS TO REGISTER

WEBSITE - your credit card number is secure (or you can register and send in a payment by check).

QUESTIONS? Contact our office at (415) 730-5479 or email info@wpbcsf.org.

Tuesday, December 11 2018!
215 Fremont Street, 8th Floor
Join us for a  a panel discussion on Creative Benefits Communication Strategies. A panel of Plan Sponsors will discuss how they communicate benefit changes to their employees.
| 4:00-4:30 p.m.| Registration and introduction
| 4:30-5:30 p.m.| Panel Discussion 
| 5:30-6:00 p.m.| Q&A
| 6:00-7:00 p.m.| Social Hour / Networking
Watch for more details and Program Information
coming soon!

SAVE THE DATES FOR UPCOMING CHAPTER MEETINGS

THURSDAY, JANUARY 31, 2019

TUESDAY, MARCH 12, 2019

NIPA ANNUAL EXPO & FORUM
APRIL 28 - MAY 1, 2019
LOEWS CORONADO BAY RESORT
 SAN DIEGO

WEDNESDAY, MAY 15, 2019

Western Pension & Benefits Council San Francisco Chapter


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