2018-2019 Events



Upcoming events

    • 12 Feb 2019
    • 11:30 AM - 1:15 PM (MST)
    • Wellshire Event Center 3333 S Colorado Blvd, Denver, CO 80222
    Register

    Please join us for our February luncheon:


    2019 Economic Update

    Point of View: The Economy, Markets and Investment Strategy

    Date/Time:
    Tuesday, February 12, 2019

    11:30am-1:15pm
    11:30am Networking, Program will begin promptly at noon and last until approximately 1:15pm.


    Wellshire Event Center
    3333 S Colorado Blvd.
    Denver, CO 80222


    Lunch Fees:
    Members - $40, Non-Members - $60,
    Gold Members - none

    About Our Presenter

    Fritz Meyer

    Fritz Meyer, independent economist and market analyst and former Invesco primary economic and markets analyst, provides weekly and monthly updates for investment professionals and their clients. He has been a frequent guest on CNBC, Bloomberg TV and Fox Business Network and has often been quoted in business publications. He specializes in speaking, in-person, to financial advisors and their clients.

    Mr. Meyer most recently spent 15 years with Invesco and his investment career spans the last 35 years. He has managed large-cap equity mutual funds and multi-cap equity and fixed-income client portfolios.

    Fritz earned his A.B. degree from Dartmouth College with a distinction in economics and his Master of Business Administration degree from the Amos Tuck School at Dartmouth College.


    • 12 Mar 2019
    • 11:30 AM - 1:15 PM (MDT)
    • Chinook Tavern - 6380 S Fiddlers Green Cir, Greenwood Village, CO 80111
    Register

    Please join us for our March luncheon:

    Retirement Game Changers

    Date/Time:
    Tuesday, March 12, 2019
    11:30am-1:15pm
    11:30am Networking, Program will begin promptly at noon and last until approximately 1:15pm.


    Chinook Tavern
    6380 S Fiddlers Green Circle
    Greenwood Village, CO 80111


    Lunch Fees:
    Members - $40, Non-Members - $60,
    Gold Members - none*

    Presenter: Steve Vernon




Past events

08 Jan 2019 WP&BC Monthly Luncheon: Post-Election Update: What Will Happen to Benefits?
11 Dec 2018 WP&BC Monthly Luncheon: Brown Palace: Balancing Your Act
29 Nov 2018 Specialty Session: Student Loan Repayment Benefit Features in 401(k) Plans
13 Nov 2018 WP&BC Monthly Luncheon: Meeting Today's Retirement Challenges
09 Oct 2018 WP&BC October Luncheon - Investment Menu Design and Fees
27 Sep 2018 Members-Only Networking Event: Eddie Merlot’s
11 Sep 2018 WP&BC September Luncheon: Don’t be the Weakest Link! Protect Benefit Plans from Risk of Cybersecurity Attacks
14 Jun 2018 2018 Breakfast with Benefits
07 Jun 2018 WP&BC Member Networking Event: Top Golf
26 Apr 2018 2018 Denver Benefits Summit
13 Mar 2018 WP&BC Monthly Luncheon: What’s New in Health Plan Compliance
13 Feb 2018 WP&BC Monthly Luncheon: Economic and Market Update
09 Jan 2018 WP&BC Monthly Luncheon: 2018 Regulatory Outlook for Retirement Plans
12 Dec 2017 December Luncheon - Mathemagician The Art of Mental Calculation
29 Nov 2017 Specialty Session: The Unique Challenges of the Plan Termination
14 Nov 2017 WP&BC Monthly Luncheon: Target Date Retirement Funds
24 Oct 2017 Members Networking Event: ViewHouse
10 Oct 2017 WP&BC Monthly Luncheon: Breaking Down Student Loan Benefits
12 Sep 2017 WP&BC Monthly Luncheon: Financial Wellness Perspectives – A Panel Discussion
11 Jul 2017 WBC Cruise Guest
01 Jun 2017 WP&BC Member Networking Event: Top Golf
09 May 2017 WP&BC Monthly Luncheon: Private Exchanges for Current and Retiree Populations
07 May 2017 "Breakfast with Benefits" - Info & Application Fee
20 Apr 2017 2017 Denver Benefits Summit
14 Mar 2017 WP&BC Monthly Luncheon: DOL Fiduciary Rule
14 Feb 2017 WP&BC Monthly Luncheon: Economic Update
24 Jan 2017 Specialty Session: Taking A Closer Look at ESOPs
10 Jan 2017 WP&BC Monthly Luncheon: Post-Election Update: What Will Happen to Benefits?
13 Dec 2016 December Luncheon - He Speaks, She Speaks
15 Nov 2016 WP&BC Monthly Luncheon: Decumulation in Defined Contribution Plans – What’s the Right Strategy?
11 Oct 2016 October Luncheon - The 401 on Fee Benchmarking and Retirement Readiness with Tom Kmak
22 Sep 2016 Members Networking Event: Eddie Merlot’s
13 Sep 2016 WP&BC Monthly Luncheon: Washington Update
19 Jul 2016 2016 Western Benefits Conference
01 Jun 2016 Members' Signature Event: Educational Program and Rockies Game
28 Apr 2016 2016 Denver Benefits Summit
25 Apr 2016 "Breakfast with Benefits" Application Fee
08 Mar 2016 March Luncheon - ERISA Litigation – A Plaintiff’s Perspective vs. a Defendant’s Perspective
18 Feb 2016 February Luncheon - Economic Update - RESCHEDULED
09 Feb 2016 February Luncheon - Economic Update - RESCHEDULED DUE TO BRONCOS EVENT
12 Jan 2016 January Luncheon - Executive Compensation Trends in Public and Private Companies
08 Dec 2015 December Luncheon - Exposed: Tragedy and Triumph in Mountain Climbing
02 Dec 2015 Members-Only Specialty Session: Corporate Pension Plans: The Good, The Bad, and The Ugly of Recent Changes
10 Nov 2015 WP&BC November Luncheon - ACA — Employer Reporting
13 Oct 2015 WP&BC October Luncheon - What to Anticipate in a DOL Investigation
17 Sep 2015 Members Networking Event: Eddie Merlot’s
08 Sep 2015 WP&BC Monthly Luncheon: Ethics and Professionalism in Employee Benefits
14 Jul 2015 Members-Only Specialty Session: The Supreme Court's Decision on Same Sex Marriage and its Impact on Employee Benefits
25 Jun 2015 1st Annual Members Only Signature Event: Networking Program and Rockies Game
27 May 2015 "Breakfast with Benefits" Application Fee
21 Apr 2015 2015 Denver Benefits Summit
31 Mar 2015 Members-Only Specialty Session: The Challenges of Uncashed Checks and Finding Missing Participants in 401(k) and Pension Plans
10 Mar 2015 WP&BC Denver Chapter - Winning Strategies for Collecting Social Security Benefits
10 Feb 2015 WP&BC Denver Chapter - Economic Update
13 Jan 2015 WP&BC Denver Chapter - Employee Benefit Issues in Mergers & Acquisitions
19 Nov 2014 Members-Only Specialty Session: Short-term and Long-term Incentive Plan Design and Related Issues
11 Nov 2014 WP&BC Denver Chapter - November Luncheon
14 Oct 2014 WP&BC Denver Chapter - Practical PPACA
09 Sep 2014 WP&BC Denver Chapter - Best Practices for Retirement Plan Boards and Trustees
27 Jul 2014 WP&BC Annual Conference
13 May 2014 WP&BC Denver Chapter - Maximizing Employer Contributions – Cash Balance and Other Defined Benefit Plan Designs
22 Apr 2014 WP&BC Denver Chapter - 2014 Denver Benefits Summit
11 Mar 2014 WP&BC Denver Chapter - Utilizing Nonqualified Plans and Incentive Arrangements as Executive Compensation Tools
11 Feb 2014 2014 Economic Update
28 Jan 2014 Specialty Session: In-plan Roth Rollovers and Transfers
14 Jan 2014 WP&BC Denver Chapter - The Great Target Date Debate – To Versus Through
10 Dec 2013 Don’t Wait Until Retirement to Live a Life of Interest
12 Nov 2013 WP&BC Denver Chapter - How the Supreme Court's Decision on DOMA Affects Employee Benefits for Same-Sex Spouses
29 Oct 2013 Upcoming Health Care Reform Regulations and the Employer Mandate
08 Oct 2013 JPMorgan – Maximizing Participant Behavior
10 Sep 2013 WP&BC Denver Chapter - Washington Update
22 Aug 2013 Members Networking Event: The Tavern - Downtown
21 Jul 2013 WP&BC Annual Conference
14 May 2013 WP&BC Denver Chapter - May Luncheon
23 Apr 2013 WP&BC Denver Chapter - Annual ERISA Update
12 Mar 2013 WP&BC Denver Chapter - March Luncheon
13 Feb 2013 Annual Economics Update
29 Jan 2013 Specialty Session: Details of the New EPCRS
08 Jan 2013 WP&BC Denver Chapter - January Luncheon
11 Dec 2012 Under the Influence...of Stress
13 Nov 2012 Retirement Income Accumulation Strategies
09 Oct 2012 Issues and Trends in the ERISA Ligation Arena
27 Sep 2012 Networking Event: The Palm
27 Sep 2012 Specialty Session: Employer Group Health Care for 2013 and Beyond
18 Sep 2012 Hot Topics in Employee Benefits
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