Upcoming Events

Members - Don't forget you can invite a colleague from outside your organization to an upcoming event for free. It is our way of saying thank you for encouraging other to join the WP&BC organization.

Upcoming events

    • 15 Dec 2022
    • 11:30 AM - 1:00 PM
    • Paradise Valley Country Club, 7101 N Tatum Blvd Paradise Valley, AZ 85253

    Join the Phoenix Chapter of the Western Pension and Benefits Council for an in-person educational and networking event.

    “Investing in Alternative Assets with IRAs and 401(k)s” with Mat Sorensen.

    Mat Sorensen is founder and CEO of Directed IRA and Directed Trust Company, which has over $1B in assets and provides retirement accounts that can invest in real estate, LLCs, private companies/funds, and crypto. Mat is also an attorney and has been at the forefront of the self-directed retirement industry since 2006. He has represented banks and trust companies who offer self-directed retirement account services and his law firm, KKOS Lawyers, has represented thousands of self-directed investors. Mat is the author of “The Self-Directed IRA Handbook” and is also a VIP Contributor at Entreprenuer.com and writes on retirement, tax, and legal topics."

    More Details to Come!

    December 15, 2022

    11:30 am to 1:00 pm

    Paradise Valley Country Club

    7101 N Tatum Blvd

    Paradise Valley, AZ 85253



    WPBC Luncheons are a great way to reconnect to other professionals in our local community. COVID has been a challenge to anyone who loves in-person networking; however, according to HubSpot, nearly 100% of professionals believe that face-to-face meetings are crucial to keeping long-term business relationships.

    A study by Forbes listed the top benefits of in-person networking. The top benefits were:

    Building stronger, more meaningful business relationships (85%)
    Better ability to read body language and facial expressions (77%)
    Ability to bond with co-workers/clients and more social interaction (75%)
    Allows for more complex strategic thinking (49%)
    Better environment for tough, timely decision-making (44%)
    Less opportunity for unnecessary distractions (40%)
    Leads to higher-quality decision making (39%)
    Easier to focus (38%)
    Fewer disruptions and delays (23%)

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 Council Phoenix Chapter

WPBC Phoenix Statement of Privacy.doc

WPBC Phoenix Terms and Conditions.doc

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