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WP&BC San Francisco Chapter Meeting: How Financial Wellness Programming Can Help Plan Sponsors Improve Employee's Lives

  • March 19, 2015
  • 4:00 PM - 7:00 PM
  • The Hyatt Regency, Five Embarcadero Center, San Francisco, CA


  • Chapter Sponsor Passes must be obtained ahead of time to use this registration type. Please check with your Chapter Sponsor representative.
  • This registration is only for paid registrants that have a unique code that allows you to bring one non-member guest to this event.

Registration is closed
WP&BC San Francisco Chapter Meeting
Thursday, March 19, 2015

How Financial Wellness Programming 
Can Help Plan Sponsors 
Improve Employees’ Lives

Featuring Peter Dunn

Sponsored by:

Thursday, March 19, 2015
The Hyatt Regency San Francisco
5 Embarcadero Center (Market St. at Drumm)
San Francisco, CA 
4:00 - 4:30 p.m.: Registration and Networking
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Social Hour


Who is he?

Peter Dunn a.k.a. Pete the Planner is an award-winning comedian and financial mind. He has produced radio and talk shows, appeared on CNN Headline News, authored financial books and created successful financial wellness programs. He was recognized as the fourth most influential personal finance broadcaster by Cision in 2012.

He is very entertaining and is great to listen to. He is charismatic, funny and used to be an advisor in his former life. 

What will he be talking about?
How Financial Wellness Programming Can Help Plan Sponsors Improve Employees’ Lives: Peter will discuss how a well-rounded financial wellness program can improve participant outcomes and drive advisor revenue via increased touches, create better clients and gather assets. In addition it helps with the dirty work and may turn non-participants into participants.

Much of what he talks about is on an individual personal financial level so the audience will be able to relate to much of what he says....both personally and as it relates to their coworkers and clients.

Peter Dunn is brought to the SF Chapter by OneAmerica.

Following the Program: Stay for the social hour immediately following the program - discuss issues raised during the program, catch up with old friends and make some new ones.

FREE PASSES - Chapter Sponsors may use their free member tickets and guest passes for this meeting. Advance registration is required - email names to

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 March 12, but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for ASPPA, 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

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 Chapter
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608

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