"Breakfast with Benefits" - Info & Application Fee

  • 07 May 2017
  • 11 Jul 2017
  • Various

Registration

  • Breakfast with Benefits Application Fee

Registration is closed


WP&BC's "Breakfast with Benefits"
for New Benefits Plan Professionals!

"Breakfast with Benefits" Application Fee $40.00

Please also submit the online application.

"Breakfast with Benefits" is a series of specialty sessions designed for new benefits plan professionals with three or fewer years of industry experience. Please forward this invitation on to new benefits plan professionals in your organization.

This is an exclusive series of three breakfast meetings and a final "Graduation" happy hour to encourage, motivate and support new associates in the retirement plan and employee benefit industry to continue their education and involvement in the industry via WP&BC Denver.
 The series is open to 12 new professionals in order to encourage open dialogue and provide specific guidance to each participant. Participants who attend all sessions will receive a one-year free membership and one complimentary lunch to WP&BC Denver for the 2017-2018 year ($165 value). Program 1 –

Retirement Plans – June 20, 2017:

  • Overview of plan types (401(k), profit sharing, 403(b), defined benefit, 457, etc.).
  • Review of retirement plan terms, acronyms, etc.
  • Introduction to the professionals who work in this area.

Program 2 – Health and Welfare Plans – July 18, 2017:

  • Overview of health & welfare plans (types, operation, legal requirements, etc.).
  • Review of terms, acronyms, etc.
  • Introduction to the professionals who work in this area.


Program 3 - Executive Compensation (NQDC and Equity-Based Comp.) – August 15, 2017:

  • Overview of types of executive compensation plans, with emphasis equity-based compensation and nonqualified deferred compensation.
  •   Review of terms, acronyms, etc.
  •   Introduction to the professionals who work in this area.


"Graduation"  New Member Happy Hour - TBD

  •   Introduction to WP&BC and industry leaders.
  •   Network and make new friends.

To Register: Please submit the online application and send a $40 registration fee to: P.O. Box 8506 Denver, CO 80201-8506 Or, submit the application fee online. The registration fee will be refunded if the professional is not selected, or if the class is full. Registration fee will not be refunded for participants who do not attend the programs. If you would like additional information, or have specific questions, please contact info@wpbcdenver.org.

This program is designed to qualify for Colorado Continuing Professional Education and ASPPA continuing education.


© WP&BC Denver Chapter
Powered by Wild Apricot Membership Software