2018 Breakfast with Benefits

  • 14 Jun 2018
  • 09 Aug 2018
  • 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

"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 2018-2019 year ($165 value).

Tentative Dates:

June 12, 2018 - Retirement Plans

  • 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.


July 10, 2018 - Health and Welfare Plans

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

August 14, 2018 - Executive Compensation (NQDC and Equity-Based Comp.) 
  • 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 fill out the registration form and submit the application fee online. The registration fee will be refunded 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.


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