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Seminar: Growing Your Book of Pension Business

  • Tuesday, May 07, 2013
  • 8:00 AM - 5:00 PM
  • Capital Group, 6455 Irvine Center Drive, Irvine, CA
  • 30


  • You may register additional employees of your company at the member rate. Please use the guest registration field below.
  • You may register additional employees of your company at the member rate. Please use the guest registration field below.
  • Requires a registration code
  • Requires a registration code

Registration is closed

We are pleased to present our inaugural full-day seminar for Financial Advisors.  This program has been specially designed for advisors who want to:

  • Increase their 401(k)/403(b) book of business
  • Become more proficient in prospecting and selling in the qualified plan market
  • Learn more about creative uses of qualified plans
  • Provide added value services to qualified plans

This seminar will include:

  • Different Flavors of ERISA Fiduciaries
    - Jason Roberts, Esq. from Pension Resources
  • New Business Opportunities for Financial Advisors
    Brent Petty, CFP from Heintzberger Payne
  • Using Multiple Plans for Closely Held Businesses and Professions
    - David Kobrine, EA, ASA from Pension Benefits Unlimited
  • Added Value Services/Positioning Your Business Model for the Current Environment
    - Harley Bjelland, Esq. from The ERISA Law Firm, and
    - Alison Fay, Esq. from Boutwell Fay LLP
  • Referral Sources to Consider and How to Approach Them
    - Curtis Farrell, CFP from Financial Management Network
  • Market Segment Drivers
  • - Martha Tejera from Tejera Associates

Continuing Education:
3.5 Hours for Certified Financial Planners (pending approval)

The reservation deadline for this event is Friday, May 3, 2013.

Thank you to our seminar sponsors:

  • American Century Investments
  • American Funds
  • BlackRock
  • Great-West Financial
  • John Hancock Retirement Plan Services
  • JPMorgan Chase
  • Principal Financial Group
  • Retirement Marketing Solutions, a Mutual of Omaha Company
  • Wells Fargo

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.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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