Integrating Guaranteed Income Solutions: Enhancing Retirement Security for Plan Participants

Join Us at Andrei's

Thursday, February 20, 2025

8:00 am to 9:45 am

Learn about recent developments that have removed traditional barriers to entry for in-plan guaranteed income products. 

Our panel of experts will discuss:

• Recent technology developments that have paved the way for advisors to implement solutions.
• Real-life experience on selecting and implementing products.
• How to cut through the noise and compare products in this space using three simple steps created through the guidance of the SECURE Act.

Speakers

Matthew Wolniewicz, AIF, AIFA

Income America

As President of Income America, Matt Wolniewicz is dedicated to helping hardworking Americans achieve financial security and retire with dignity. With over 30 years of experience in retirement planning, fiduciary oversight, and creating innovative solutions, Matt collaborates with plan sponsors, advisors, and industry leaders to develop strategies that drive meaningful outcomes for participants.

Tina Schackman, CFA®, CFP®

Benefit Financial Services Group (BFSG)

Tina currently serves as a Principal and Senior Retirement Plan Consultant where she advises on investment menu strategies, plan design and governance, and provides employee education. Her expansive background in the retirement industry allows Tina to contribute to the firm’s overall vision and best practices.

Continuing Education

• 2 CE for AIF
• 2 CECs for ERPA 
• 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
• 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.