Industry Perspectives: A Discussion with
Please join us for a panel discussion with several leading service providers. Representatives from Fidelity, Schwab, Wells Fargo and Principal will share their perspectives on industry issues.
The discussion will focus on:
Our panelists are:
These organizations are active in the industry and also are San Francisco Chapter Sponsors. This program is designed to be of interest to everyone!
We look forward to a compelling conversation with industry leaders! We look forward to seeing you on November 5.
FREE PASSES - Chapter Sponsors may use their free member tickets and guest passes for this meeting. Advance registration is required - email names to firstname.lastname@example.org.
REGISTER EARLY to secure your place. The cost is $45 for WP&BC Members, $85 for Non-members, if you register in advance. At the door, the cost is $55 for WP&BC members, $95 for Non-members (space permitting). No refunds after October 30, but substitutions are permitted at any time.
CONTINUING EDUCATION - CEUs are available for CPAs, Actuaries and Attorneys. The WP&BC San Francisco Chapter is a State Bar of California approved provider.
Easy ways to register: WEBSITE - your credit card number is secure (or you can register and send in a payment by check) when you register online.
Note: For your security we do not maintain credit card information in the office. To pay by credit card, you must register via the website. Confirmation receipts are generated immediately. NOTE: credit card charges will appear on your statement as "Governing Board," the WPBC Governing Board of Presidents.
Questions? Contact our office at (415) 730-5479 or email email@example.com.
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
Western Pension and Benefits Council - San Francisco
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608