You're invited to "What's New Out of Washington, D.C.?" The interactive session will give you the information needed to answer inquires from your current and prospective clients.
Keynote speaker Bob Kaplan will review the latest proposed and released guidance from the DOL and IRS, including the Conflict of Interest Regulation, and legislative initiatives pertaining to retirement plans.
Bob is the VP, National Training Consultant at Voya Financial, and has more than 35 years of experience in retirement plan services. He is a co-chair of the American Society of Pension Professionals and Actuaries (ASPPA) Government Affairs Committee.
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
EMAIL: info@wpbcportland.org
PHONE: (503) 928-8780
Address:1819 SW 5th Ave. #211 Portland, OR 97201