Spring Seminar Brochure (pdf)
The WP&BC Spring Seminar’s focus is to provide benefits professionals with tools, knowledge and new ideas to help pension and benefits plan participants. This year’s Spring Seminar will continue to offer key industry updates necessary to stay current as benefits professionals.
Steve Vernon, Consulting Research Scholar, Stanford Center on Longevity will present our keynote address this year. He currently writes a regular blog column for CBS MoneyWatch, titled Money for Life.
This year's luncheon speaker is Jessica Butts, CEO and Founder, Front Seat Life.org is our guest luncheon presenter. Jessica’s presentation is “Live Your Life from the Front Seat” - how to use your personality type to get the most out your life.
Again this year we offer four hours of breakout sessions covering Health & Welfare, Legal, and Retirement. Each session is an hour in length and you are open to choose the sessions to attend.
Immediately following the last session, plan to stay and visit with colleagues, speakers and representatives at the free cocktail reception.
- When: Wednesday, April 19, 2017
- Where: Bell Harbor International Conference Center
Spring Seminar Brochure (pdf)
Continuing Education Credits
WAOIC Continuing Education credits have been approved Keynote session; all 4 Health & Welfare sessions and the 10:45 Legal session. Approved sessions are marked with a red • below.
We also have applied for WSBA credits; and we offer certificates of attendance for Actuary, Accountant and Other Professionals.
Check back for updates
Event Schedule:
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7:00
8:00
8:15 •
9:15
9:30
10:30
10:45
11:45
1:15
2:15
2:30
3:30
5:00
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Continental Breakfast
General Session
Keynote: Steve Vernon
Break
1st Session
Break
2nd session
Lunch and Speaker: Jessica Butts
3rd Session
Break
4th Session
Cocktail Reception for all participants
Adjourn
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Retirement
- 9:30 - Vendor Roles
- 10:45 - Financial Wellness
- 1:30 - Managed Accounts
- 2:30 - Missing Accounts, Uncashed checks and Consolidating Accounts for Active Employees
Health & Welefare
- 9:30 • Exchanges, Long Range Benefits Strategy and Visionary Movement Toward Employee Engagement
- 10:45 • Health System Transformation- Yesterday and Tomorrow
- 1:30 • Rx Today - Specialty, Pricing/Rebates, Coalitions and Consolidation
- 2:30 • What Now? Post-Election Legal Update (also listed under the Legal category)
Legal
- 9:30 - Correcting Mistakes In Retirement Plans
- 10:45 • Litigation Issues in Health and Retirement Plans: a Plantiff’s Class Action Attorney’s Perspective
- 1:30 - Fiduciary Investment and Best Practices
- 2:30 - What Now? Post-Election Legal Update (also listed under the Health and Welfare category)
Registration Fees
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Members
Non-Members
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Before 4/16
$255
$395
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After 4/16
$305
$445
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No refunds after April 13, 2017.
Parking included with registration.
