Topics Include: • Fiduciary War Stories • Litigation Update, including Employer Stock cases • Investments: Past, Present and Future • HSAs - Retirement Needs/Medical Needs • Cash Balance In-Depth • “Ask the Experts” Panel • ACA Reporting Seating is limited for this popular program and spots fill quickly. This program is being designed to qualify for Colorado Continuing Professional Education, Colorado Continuing Legal Education and ASPPA continuing education.
Schedule: 7:30am-8:15am - Registration and Breakfast 8:20am - Opening Comments 8:30am-10:00am - Keynote Speaker: Charles Lockwood 10:00am-10:15am - Break 10:15am-11:30am - Sessions
11:30am-1:00pm - Lunch 1:15pm-2:30pm - Breakout Sessions
2:30pm-2:45pm - Break 2:45pm-4:00pm - "Ask The Experts" Panel 4:00pm-5:00pm: Reception (included in the registration fee)
Sponsored By:
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Kristen SanchezChapter Administratorinfo@wpbcdenver.org
Address: PO Box #13 Parker, CO 80134