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Welcome to the Phoenix Chapter of WP&BC

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WP&BC Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics. 

This calendar is updated frequently to include local as well as our national events. Please check back regularly. 

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

  • September Luncheon - Cash Balance Plans with Karen Smith

    • 19 Sep 2024
    • 11:30 AM - 1:00 PM
    • Elevate 24 Connect (next to Humphrey's Kitchen & Koffee) 4742 North 24th Street Phoenix, AZ 85016
    • 24
    Register

    Join the Phoenix Chapter of the Western Pension and Benefits Council for an in-person educational and networking event when we welcome Karen Smith of Nova 401(k) Associates to discuss Cash Balance plans.

    For profitable owner-operated businesses, cash balance plans may provide a large federal (and sometimes) state tax deduction.   As we get close to the fourth quarter of 2024, it is the perfect time to review cash balance plans so that we can include it in year-end tax planning.  At this luncheon, Karen Smith will discuss cash balance plans basics.  Then to further illustrate the sizzling tax saving potential of cash balance plans, she will discuss some common missed opportunities.  Lastly, to make sure that your cash balance plans don’t become a hot mess, she will discuss current cash balance plan "gotchas" and concerns.


    RECHARGE BY RECONNECTING!

    WPBC Luncheons are a great way to connect to other professionals in our local community. 

    The Biggest Benefits of Industry Networking

    • Strengthen your network business connections
    • Tap into your network for ideas
    • Raise your professional profile
    • Grow your personal brand
    • Get access to job opportunities
    • Exchange best practice knowledge with your network
    • Get career advice and support
    • Build your confidence
    • Gain a different perspective
    • Develop long-lasting personal relationships
    • Get an answer to every question
    • Find your dream job

    According to HubSpot, nearly 100% of professionals believe that face-to-face meetings are crucial to keeping long-term business relationships.


    Show details

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.


Please feel free to reach out to WP&BC with any questions.

Privacy - Terms & Conditions

The Western Pension & Benefits Council Phoenix Chapter wants to continue to provide our members with the best experiences possible.

Direct Questions To:

info@wpbcphoenix.org
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