Upcoming Events

Upcoming events

    • 11 Oct 2018
    • 11:30 AM - 1:00 PM
    • Phoenix Country Club (at 7th Street and Thomas)
    Register

    The Millennial Mindset: Understanding and Attracting the Next Generation

    Coming of age in an era of technology, economic volatility, social change, and unprecedented connectivity, Millennials have developed values unique to their generation. Dr. Nathan Harness, Ph.D., CFP, examines this group and their importance to advisors as they work to build a business with sustainable growth and high succession value. Learn how an investment in Millennials can be an investment in lasting success. 

    In this session, we'll examine:

    ·         Factors that have shaped the mindset of the next generation

    ·         Characteristics and behaviors to consider when planning with this generation

    ·         How to offer millennials value that will have them turning to you

    ·         How implementing a multi-generational planning process can increase the value of your practice


    Event Details

    When:

    Thursday, October 11, 2018

    11:30am to 1:00pm

     

    Where:

    Phoenix Country Club

    2901 N. 7th Street

    Phoenix, AZ 85014

     

    (Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com


    About Nathan Harness, Ph.D., CFP

    TD Ameritrade Director of Financial Planning, Texas A&M
    Advisor Consultant - Delaware Investments

    Dr. Nathan Harness currently serves as the Director of Financial Planning at Texas A&M University. He manages the financial planning program and teaches courses in investments, retirement planning, and comprehensive financial planning. He has lectured both nationally and internationally on global financial risk, international investing, gender-based asset preferences, and next generation planning.

    He holds a bachelor’s degree in finance from the University of Central Arkansas, master’s degree in finance from Texas Tech University, and a Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals including Applied Economic Letters, Financial Services Review, Journal of Financial Planning, and Journal of Personal Finance.

    Prior to his current role, Dr. Harness was an Associate Professor of Finance and Executive Director of Global Programs at Texas A&M University-Commerce and Assistant Professor of Financial Planning at the University of Georgia.

    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

    • 18 Oct 2018
    • 8:00 AM - 10:00 AM
    • Bank of Arizona - 16767 N. Perimeter Drive, Suite 200, Scottsdale, AZ 85260
    Register


    FREE Basics of Investing Workshop

    Sponsored by Charles Schwab and the

    Phoenix Chapter of Western Pension and Benefits Council

    In today’s ever-changing markets, it is important to be well informed about the basics of investment principles and how to build a portfolio for long-term success.  The Phoenix Chapter of Western Pension and Benefits Council is pleased to invite you to join us for an informative workshop on investing on October 18, 2018, from 8:00-10:00am.

    Sergio Lovato, Regional Director with Charles Schwab Investment Management will be leading the workshop.

    Session 1 - Build a Strong Investing Foundation
    Gain confidence in your investing decisions. Join us to learn terms and concepts to get you started with investing. You'll learn about the building blocks for constructing a diversified portfolio, how to select an asset allocation model, and taking the next step to move from saving to investing.

    Session 2 - 7 Fundamentals You Need for Investing Success

    Whether you are just starting to put an investing plan in place, or are looking to update the one you have, leverage the essential principles to help take ownership of your investment portfolio.  From setting goals and expectations, to rebalancing and ignoring market noise, you'll leave this investing seminar with a better understanding of how to map out your plan and stay your course.

    Agenda

    8:00–8:15am               Check in and Continental breakfast

    8:15–9:00am               Build a Strong Investing Foundation

    9:00–9:15am               Break

    9:15–10:00am             7 Fundamentals for Investing Success

    Location

    Bank of Arizona

    16767 N. Perimeter Drive, Suite 200

    Scottsdale, AZ 85260

    (Loop 101 and Bell Road)




          

    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events.

     

    • 14 Nov 2018
    • 3:00 PM - 5:00 PM
    • Topgolf Scottsdale - 9500 E. Talking Stick Way, Scottsdale, AZ 85256
    • 29
    Register


    WP&BC Social Networking Event 

    at Topgolf (Scottsdale)


    Please join us for our first networking event of the Phoenix Chapter.  Take a few moments out of your day to develop relationships among others in the industry.  You will have access to the best and the brightest benefits professionals in Phoenix!  Professionals include plan sponsors, attorneys, actuaries, CPAs, third-party administrators and investment professionals who are involved with every aspect of retirement, deferred compensation and health plans.  Also, don't forget to meet your WP&BC Phoenix Chapter Board while playing golf and eating hors d'oeuvres.  We look forward to seeing you on November 14, 2018 from 3:00pm to 5:00pm. 

     



    Location

    Topgolf

    9500 E. Talking Stick Way

    Scottsdale, AZ 85256


    Event Time

    3:00pm to 5:00pm




          

    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events.

     

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.


Western Pension & Benefits Conference Phoenix Chapter

WPBC Phoenix Statement of Privacy.doc

WPBC Phoenix Terms and Conditions.doc

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