Welcome to The WP&BC Portland Chapter

PRESENTATIONS

9:45-10:45 BREAKOUT SESSION 1

A. Creative Plan Design, Brian Furgala, PenChecks Trust F150

B.  Bumps Along the Path to Retirement and the Potential to Reduce Their Impact, Lynn Avitabile, J.P. Morgan Asset Management F151

C. Harnessing the Power of Data Science and AI in Investing, Chris DiPrimio, Black Rock F152

A. Ethics, Brian Furgala, PenChecks Trust F150

C.  What to Expect from an EBSA Investigation, Andy Cameron, EBSA F151

12:00-1:30 LUNCH & KEYNOTE SPEAKER

Strategies to Prevent and Recover from Burnout, Chase Sterling, Wellbeing Think Tank

1:30-1:45 BREAK 

1:45-2:45 BREAKOUT SESSION 3

A. Beyond SECURE 2.0 - An Update on Legislation, Regulation, and Litigation, Michael Hadley, Davis & Harman LLP F150

C. Income in Retirement, Panel Discussion, Rich Merson, PIMCO and Eric Glinsky, Nationwide F151

B. Compliance Assistance on Mental Health Parity, Andy Cameron, EBSA F152