2019 WP&BC Phoenix Chapter Spring Conference

  • 09 May 2019
  • 7:45 AM - 5:15 PM
  • Westin Kierland Resort and Spa - 6902 E. Greenway Pkwy, Scottsdale, AZ 85254


  • Use this registration if your sponsorship qualifies you for free attendees. A registration code would have been provided to you to access this registration.

Western Pension &

Benefits Council

2019 Spring Conference

Thursday, May 9, 2019


The Westin Kierland Resort and Spa

6902 E. Greenway Parkway, Scottsdale, AZ 85254




The Western Pension & Benefits Council is comprised of individuals who work or practice in the dynamic field of employee benefits.  This conference offers general sessions and breakout sessions covering diverse topics ranging from pension basics and current developments to more advanced planning, design and administration issues.  The Spring Conference is a great opportunity to network with your benefit colleagues and discuss current trends and developments in the field.


 *** Registration will Open Soon ***

Topics Scheduled to Include:

  • Multiple Employer Plans by Shawn West of CuraFin Advisors
  • Financial Wellness in the Workplace by Mariangela Noyes of MetLife
  • Cybersecurity and Benefits Plans by James P. Melendres of Snell & Wilmer
  • 401(k) Best Practices After 4 Decades by Mike Malone of MJM 401k
  • Fraud and Benefit Plans by Lisa Tassara of Charles Schwab
  • Non-Qualified Plans by Bob Werner of Onsager, Werner & Oberg
  • 403(b) and 457 Issues by Vincent Garzarella of Lincoln Financial and Gordon Twell of Innovest Portfolio Solutions
  • HSAs by Jim Daley of Fidelity
  • The Evolving Workplace by Bill McManus of Hartford Funds




As a WP&BC member you can attend he 2019 NIPA Annual Forum & Expo (2019NAFE) at the discounted membership price.  2019NAFE offers enriching, relevant, world-class education to help you build your business and enhance the services you provide to your organization’s clients. Register now for the 2019NAFE in San Diego on April 28th to May 1st, 2019.

Western Pension & Benefits Conference Phoenix Chapter

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