Ask the Retirement Experts

Join us for a lively discussion on current trends that affect all aspects of the retirement plan industry. Get the latest insights from professionals with expertise in investments, audits, legal & regulatory, and bundled recordkeeping. 

Panel of speakers

Heather Rabara, Senior Vice President, Fidelity Investments

Crystal Coleman, Principal, CliftonLarsonAllen

Jeremy Stoker, Assistant Vice President, ABD Insurance & Financial Services

Judy Boyette, Partner, Hanson Bridgett

Sponsored by:

                                 

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

The cost is $55 for WP&BC Members, $95 for Non-members. No refunds after March 5, 2018, but substitutions are permitted at any time.

CONTINUING EDUCATION

CEUs for this event are available for Attorneys, CPAs and Actuaries. 

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.