Upcoming events from local financial groups, not affiliated with CFA, that might interest you:
What’s Next for Washington’s Economy?
with Dr. Arun Raha, Washington State Chief Economist
Wednesday, January 11th, 6:00pm at the Rainier Club
With the tumultuous economy, everyone is wondering one thing: what’s next? Join The Rainier Club’s Investors Forum and Dr. Arun Raha, Washington State’s Chief Economist and Executive Director of the Economic and Revenue Forecast Council, for an insightful and delicious dinner program as he shares the financial forecast for Washington State.
Reservations are required by Wednesday, January 4th; Cost of $60 includes a three course dinner with wine service, tax, and service charge.
Parking is available at nearby garages.
Reserve Your Space by calling The Rainier Club’s Reservations Department at 206.296.6870.
"401(k) Fee Disclosures - New in 2012"
Presented by: Western Pension & Benefits Conference Seattle Chapter
January 17th, 2012
The new fee disclosure rules have been a long time coming. Some have coined it as "the end of hide and seek". This session covers what "transparency" means for 401(k) plans.
Presenter Laura Boyd is the Director of Compensation, Benefits & HR Operations for Swedish Medical Center.
WP&BC Seattle Chapter ~ http://www.westernpension.org ~ wpbc@asi-seattle.net ~ 206-623-8632
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9th Annual Financial Planning Association of Puget Sound Symposium: Building Better Practices, Better Portfolios |
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Friday, Jan. 27th, 2012 at the Bell Harbor International Conference Center
The theme this year of "Building Better Practices, Better Portfolios" is focused on giving you the tools to better manage your practice. The symposium will be a day filled with thought-provoking sessions and ample opportunity to network with your peers, exhibitors, and sponsors. The day will conclude with the always popular Wine Down social.
You will have your choice of sessions ranging from business development to succession planning. Rarely will you find such nationally recognized experts in Technology, Portfolio Management, Firm Valuation, Regulatory Issues, and more, speaking in one day at the same venue in Seattle. Select sessions will offer continuing education credits for CFP® Professionals and WA Department of Insurance licensees.
For a limited time only, for those who register before Friday December 2nd, we are offering a significant event registration discount: FPA members @ $249 and non-FPA members @ $299. After December 2nd, event registration prices will increase. The Bell Harbor International Conference Center on the Seattle waterfront has limited space, and we anticipate registration closing well before the event, so secure your spot today!
Friday, January 27, 2012 - BELL HARBOR INTERNATIONAL CONFERENCE CENTER on the Seattle Waterfront
Registration & Breakfast - 7:00 AM
First Session - 8:00 AM
Final Session Ends - 5:00 PM
Wine Down Social - 5:00 PM to 7:00 PM
Breakfast & Lunch will be served. Free parking!
Early Bird Pricing prior to Friday, December 2nd
FPA Members $249
Non-FPA Members $299
Students $125
Register Today at http://www.fpapugetsoundregistration.org/
Questions? Call 206-686-4372 or email kaylin@fpapugetsound.org
2012 Western Benefits Conference
July 15-18, 2012
Washington Convention Center in Seattle |
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Presented by: Western Pension & Benefits Conference Seattle Chapter
For more information, please visit http://www.westernpension.org or contact WP&BC Seatt Chapter at wpbc@asi-seattle.net or 206-623-8632