Sponsored by:
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.
FREE PASSES - Chapter Sponsors may use their free member tickets and guest passes for this meeting. Advance registration is required - email names to info@wpbcsf.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 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 info@wpbcsf.org.
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
info@wpbcsf.org
Address:
Western Pension and Benefits Council - San Francisco Chapter 1540 River Park Drive, Suite 211 Sacramento, CA 95815-4608 916-550-2608