Seminar: 2014 Financial Advisor Seminar

Knowledge is Power: Distinguish Yourself from the Pack in Your Qualified Plan Practice

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

• Increase their book of retirement plans of business
• Understand fiduciary issues and opportunities with 401(k), 403(b) and 457 plans
• Know about the unique attributes and opportunities of tax exempt organizations and government plans
• Understand the law covering retirement plan advisory-related activities and do a better job helping participants meet their retirement goals
• Hear about current policy initiatives underway in Washington that affect their practice as a pension advisor
• Better understand how to select and monitor stable value and fixed income products
• Participate in the current wave of Retirement Readiness services
• Know more about account distribution issues

This seminar will include:

• Fiduciary Foundations: Efficient and Effective Governance for Retirement Plan Sponsors - Jason Roberts, Esq. from Pension Resource Institute
• The Unique Requirements of Tax Exempt and Government Organization Retirement Plans
  - Diane Kimbro from StoneTapert
• Ways to Help Participants be Better Investors - Duane Thompson, AIFA, from fi360
• Stable Value and Fixed Income: How to Benchmark, the Risks, Components - Shannon Main, CFP, AIF, from Penniall & Associates, Inc.
• Retirement Readiness - Jill Barry Shea, AIF, CEBS, from 401(k) Advisors
• Managing Retirement Plan Distributions - James R. Norman, Jr., ERPA, QPA, from United Retirement Plan Consultants

Continuing Education:
ASPPA - 7 CE credit    CFP - 7 CE credit    NIPA - 7 CE credit                                 

The reservation deadline for this event is Friday, February 28, 2014.  Discounted fees are available through Friday, February 28, 2014.

Thank you to our seminar sponsors:

• American Funds
• CUNA Mutual Retirement Solutions
• Federated
• John Hancock Retirement Plan Services
• Invesco
• OneAmerica
• Putnam
• TIAA-CREF Financial Services

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.