Upcoming Events

Upcoming events

    • 14 Nov 2018
    • 3:00 PM - 5:00 PM
    • Topgolf Scottsdale - 9500 E. Talking Stick Way, Scottsdale, AZ 85256
    • 27
    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.

     

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

    Understanding Indexing

    Coming Soon...


    Event Details

    When:

    Thursday, December 13, 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 Brian J. Scott, CFA

    Brian is a senior investment analyst in Vanguard Investment Strategy Group.  He is a member of the group responsible for capital markets research, the asset allocations used in Vanguard's fund-of-fund solutions, such as Target Retirement Funds, as well as maintaining and enhancing the investment methodology used for advice-based relationships with high-net-worth and institutional clients.  Previously, Mr. Scott served as a senior investment analyst in Vanguard Portfolio Review Department, where he was responsible for engaging with the institutional and advisory clients of Vanguard funds and contributed to the oversight of the managers of the funds.  Mr. Scott has more than 16 years of experience in the investment management industry and holds the Chartered Financial Analyst certification.  Mr. Scott earned a bachelor's degree from Boston College and an M.B.A. from The Pennsylvania State University.  


    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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