WP&BC Orange County - Membership

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MEMBERSHIP

The Orange County Chapter of the Western Pension & Benefits Council promotes an exchange of information and ideas among employee benefits professionals. Our members include ERISA attorneys, CPAs, third party administrators, investment industry benefits specialists, financial advisors, actuaries, benefits consultants and plan sponsors' in-house benefits professionals.

Through the monthly breakfast forum presentations and periodic technical lunch forums, the Orange County Chapter provides a forum for dialogue between its members. These meetings encourage full audience participation and exchange of practical solutions to technical issues. Benefits professionals lead the meetings, with an emphasis on topics reflecting current benefit trends and regulatory guidance.

Our chapter usually meets on the third Thursday of the month. All Breakfast Forums will be held at Andrei's Restaurant, 2607 Main St., Irvine (at the 405 Freeway, Jamboree exit). These meetings open with registration, breakfast and networking beginning at 7:30 a.m. and our program typically runs from 8:00 to 9:30 a.m. We occasionally plan longer meetings to accommodate presentations that are more in depth. We will point out when a meeting is planned to end at a later time.

Technical Lunch Forums open at 11:30 a.m. for check-in and the program runs from 11:45 a.m. to 1:00 p.m. Technical Lunch Forums and our Seminars are presented in different locations throughout the year, so watch the details for each individual event.

If you would like to become a Member Please fill out the Membership Application Below:

Our Membership Year runs July 1 through June 30. Contact us at info@wpbcorangecounty.org or (949) 407-9128 if you need more information.

Membership dues are not refundable.

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Individual Member - $150.00 (USD) Subscription period: 1 year, on: July 1st No automatically recurring payments This level of membership entitles you to full access to our website, and discounted member pricing to all Chapter events and activities. All meetings will be priced separately, with discounts available for early registration.

Gold Member - $400.00 (USD) Subscription period: 1 year, on: July 1st No automatically recurring payments This level of membership entitles you to full access to our website, attendance at all 8 Breakfast Forums, and discounted member pricing for Technical Lunches, one-day seminars, special events and the annual Western Benefits Conference.

Corporate Member - $1,000.00 (USD) Subscription period: 1 year, on: July 1st No automatically recurring payments This level of membership entitles an organization to list 3 employees in our membership roster, giving those employees full access to our website. Any 3 employees from the organization may attend all 8 Breakfast Forums. If 4 or more employees wish to attend a single meeting, the additional attendees will be given discounted member pricing. Registration fees for one-day seminars, special events or the annual Western Benefits Conference are not included, but will be priced at the member rate. Do you want to list more employees in our directory or send more than 3 employees to each Breakfast Forum? You can add a 4th (or more) employee(s) for $400 each.

Sponsor - $2,500.00 (USD) Subscription period: 1 year, on: July 1st No automatically recurring payments Sponsor benefits include:

Corporate logo and recognition as a Corporate Sponsor on all of our mailings, newsletters and brochures, and on our website.

Corporate Membership in the Orange County Chapter of the Western Pension & Benefits Council. (A Corporate Membership - a value of $1,000 - includes admission for any three employees of the company to all of our regular monthly meetings.)

Recognition as a Corporate Sponsor on a sign at each regular Breakfast Forum during the year.

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

Direct Questions To:

Christine Stewart,
Chapter Administrator
info@WPBCOrangeCounty.org

Phone:

(949) 407-9128

Address:

WP&BC
Orange County Chapter
PO Box 6111
Garden Grove, CA 92846
949-407-9128

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Welcome to The WP&BC Orange County Chapter

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