RETIREMENT PLAN PANEL DISCUSSION

Wednesday, December 4, 2024

3:00 PM to 6:00  PM

Standard Insurance Auditorium

900 SW 5th Ave Portland, OR 97204

Please note: The Auditorium is located on the B1 Level. The nearest parking garage address: 920 SW 4th Ave Portland, OR 97204.

Join us on Wednesday, December 4, 2024, from 3:00 PM to 6:00 PM at the Standard Insurance Auditorium in Portland, OR, for an engaging panel discussion on the latest trends and insights in retirement planning. This event brings together leading experts across key sectors in the retirement industry to provide their perspectives on current challenges and strategies in today’s marketplace. 

Don’t miss this opportunity to connect with industry peers, learn from seasoned professionals, and gain valuable insights into the evolving retirement plan landscape. This will be a fun, social and informative event with appetizers and beverages! We look forward to seeing you there!

Panelists:

Advisor: Phil Sherman, Deschutes Investment Consulting

Attorney: Jason Douthit, Ferenczy Benefits Law Center 

Auditor: Stephanie Neault, Pension Assurance

Recordeeper: Dan Litwora, Principal

TPA: Greg Jones, Professional Benefit Services

Moderator: Kevin Spaeth,  PenChecks 

Schedule:

Panel Discussion: 3:00 PM to 4:15 PM 

Networking: 4:15 PM to 5:15 PM 

Panel Discussion: 5:15 PM to 6:00 PM 

Registration is free for members and $50 for non-members. 

Professional accreditation credits include AIF (pending), ASPPA, CFP (pending), CLE Oregon State Bar (pending), CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM. 

Save the Date!
WP&BC Portland 2024 Spring Conference
May 21, 2025