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
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 andKaren Casillas, AIF, CPFA, CFSVice President | Financial AdvisorCAPTRUST 4:00-4:30 p.m. - Registration 4:30-6:00 p.m. - Program 6:00-7:00 p.m. - Social Hour
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 andKaren Casillas, AIF, CPFA, CFSVice President | Financial AdvisorCAPTRUST
Sponsored by SAVE THE DATE FOR UPCOMING CHAPTER MEETING! May 14, 2019 ***************************************************************** 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.
Sponsored by
SAVE THE DATE FOR UPCOMING CHAPTER MEETING!
May 14, 2019 *****************************************************************
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 PASSESChapter 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.
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
| 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 Informationcoming soon!
SAVE THE DATES FOR UPCOMING CHAPTER MEETINGS
THURSDAY, JANUARY 31, 2019 TUESDAY, MARCH 12, 2019 NIPA ANNUAL EXPO & FORUMAPRIL 28 - MAY 1, 2019LOEWS CORONADO BAY RESORT SAN DIEGO WEDNESDAY, MAY 15, 2019
THURSDAY, JANUARY 31, 2019
TUESDAY, MARCH 12, 2019
NIPA ANNUAL EXPO & FORUMAPRIL 28 - MAY 1, 2019LOEWS CORONADO BAY RESORT SAN DIEGO
WEDNESDAY, MAY 15, 2019
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
info@wpbcsf.org
Address:
Western Pension and Benefits Council - San Francisco Chapter 1540 River Park Drive, Suite 211 Sacramento, CA 95815-4608 916-550-2608
