Wednesday, April 8th from 7:30am to 11:30am at the Ironlight in Lake Oswego
What to expect
Plan sponsors play life-changing roles for their employees. We want to provide you the latest tools and strategies so you can offer stronger retirement options.
Complimentary breakfast buffet, coffee, and tea will be provided.
Earn SHRM CE credits for attending.
Testimonials from attendees
Our live event speakers
BONNIE TREICHEL, JD・FOUNDER AND CHIEF SOLUTIONS OFFICER・ENDEAVOR RETIREMENT
Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations and consultation. The result — advisors and consultants help more people access their retirement savings.
EVE BELL, QKA・PARTNER, DIRECTOR OF WORKPLACE ADVISORY・HUMAN INVESTING
Eve is a qualified 401(k) administrator and helps clients navigate the nuanced and complex landscape of qualified retirement plans. She provides plan design expertise and advocating for employers and their employees.