News / Articles

Newsletter: May 2026

President's Message
Meet Our Volunteers
Upcoming Events
- Member Appreciation Event
- Annual Conference
Nominating Committee Report
Membership Advantages
Sponsors

Technical Article

Distribution Planning and Options
Bella P. Wang, CPA, MST, CGMA
Partner, Tax - Windes

Spring Networking Event

St. Patrick's Celebration at Classic Qs

Quarter in Review

Each month our speakers continue to deliver educational content and networking opportunities to our members.

Newsletter: January 2026

Check out our most current newsletter!

Technical Article

Fiduciary Duty and Cybersecurity in Benefit Plans – How DOL Guidance Applies

Community Centered

WPBC-OC is a vibrant space for education and networking!

Quarter in Review

Our Chapter has been busy hosting breakfast forums, technical lunches and networking events.

Newsletter: September 2025

President's Message
Ask the Expert - Stephen Forbes
Meet the WPBC-OC Board of Directors
Annual Conference Recap
Member Appreciation Recap
Membership Anniversaries

Technical Article

HOW DO ACQUISITION TRANSACTIONS AFFECT YOUR QUALIFIED PLANS?

2025 Annual Conference Recap

From start to finish, the conference was packed with opportunities to learn, connect, and engage.

2025 Member Appreciation

OC hit a home run with incredible members!

Newsletter May 2026

Newsletter January 2026

Newsletter September 2025