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• Long-Term Part-Time Employees

  • When
    Thursday, January 16, 2025
  •  
    7:30 AM - 9:45 AM
  • Location
    Andrei's Restaurant, 2607 Main Street, Irvine

  

  Long-Term Part-Time Employees

  Join Us at Andrei's

  Thursday, January 16, 2025
  

  8:00 am to 9:45 am

  
  

  Speakers

  •  TPA: Charity Westphal, Pinnacle Plan Design

  • Payroll provider: Janelle Czaykowski, HigherUp

  • Recordkeeper: Kelly Rome, Empower

  
  

  Continuing Education
  

  • 2 CE for AIF (pending)
  • 2 CECs for ERPA (pending)
  • 2 CPEs for ASPPA certifications
  • 2 CECs for NIPA certifications
  • 2 hours for California CPAs 
  • 1.5 hours of California MCLE
  • 2 hours for Certified Financial Planners (pending)
  • 2 CE for CRPS 
  • 2 CE for CEBS

  Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

  • WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online
  • The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

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