Events

2018-2019 Event Calendar

BE SURE TO CHECK BACK FOR OUR

2019-2020 SCHEDULE.    

 

September 6, 2018 

    Paid Family and Medical Leave 

Kate Tylee Herz, David Wright Tremaine LLP

    Right to Try

Jessica Rother, CCEP and Kim Petram, RN, BSN

Healthcare Management Administrators 

November 14, 2018 

    Moving from Financial insecurity to Financial Wellness

Jeffrey P. Tulloch, MetLife

    Plan Sponsor Panel Discussion: Wellness

Heather Hill, Moderator: HMA

February 21, 2019

    Pension Risk Transfer

Craig Watkins, Prudential

    The Affordable Care Act

Christine Hawkins: Davis Wright Tremaine LLP


April 4, 2019

    Spring Seminar 

Nolan Teasley, Seattle Seahawks 


Rich Birmingham, Davis Wright Tremaine LLP

Jim Cheng, JP Morgan Chase

Liz Deckman, Dorsey Whitney

Hunter Ferguson, Stoel Rives

Michael Garrett, Mercer

Andrew J. Holly, Dorsey Whitney

Rocco Piccone, Vanguard

Erin Riley, Keller Rohrback, LLP

Wendy Rittereiser, City of Renton

Molly Rudd, Weyerhaeuser

June 27, 2019

    Special Roundtable Event for Plan Sponsors 

Diane Skeels, Willis Tower Watson 


    



Cancellation policy

Reservations must be cancelled on or before the reservation deadline in order to receive a refund for an event.

Please email info@wpbcseattle.org if you need more information.

Payment by Check

You may also pay for reservations by check. Write the invoice number on the check, include a copy of the invoice and mail to:

WP&BC Seattle Chapter
PO Box 58530
Seattle, WA 98138-1530

Upcoming events

    • 16 Oct 2019
    • 2:30 PM - 6:00 PM
    • Washington Athletic Club, 1325 6th Ave., Seattle, WA 98101 - Top of the WAC
    Register

    Rethinking Retirement Income

    Retirement income has gone from a financial buzzword to the next evolutionary step for 401(k) plans.  Join MetLife’s “Rethinking Retirement Income” presentation to learn more about pending retirement legislation that has the potential to markedly impact 401(k) plans, the spectrum of retirement income options and ways to help employees achieve financial security and retire on time.

    page1image40734368

    Patrick Goessling is Western region sales director, Institutional Income Annuities (IIA), Life & Income Funding Solutions for MetLife. IIA enables defined contribution plan sponsors to provide guaranteed retirement income to their plan participants to help them achieve successful retirement outcomes. The business also offers specialty annuity products including charitable gift annuity reinsurance and lottery annuities. ThePatrick Goessling,  division is part of Retirement & Income Solutions, the company’s institutional retirement business, which historically has been responsible for over 20 percent of MetLife’s operating earnings.


    Goessling, who initially joined MetLife in 2010, works with intermediaries and plan sponsors to add guaranteed retirement income options to defined contribution plans. He also works with charities to reinsure charitable gift programs.

    Prior to assuming his current role in 2018, Goessling worked as an executive benefits product director with MetLife’s Group Benefit Sales, and also as an executive benefits account executive. Prior to joining MetLife, Goessling, who has 13 years of experience in insurance and financial services, specialized in executive benefits consulting, including serving as vice president of Field Development for a Guardian Life general agency.

    Goessling earned a Bachelor of Arts in Finance and Real Estate from the University of Missouri - Columbia. He is a FINRA Series 6 and 63 registered representative. 

    Schedule:


    2:30-3:00 - Registration

    3:00-3:50 – Presentation

    3:50-4:00 - Break

    4:10-5:00 – Presentation

    5:00-6:00 - Wine and appetizers

Past events

27 Jun 2019 Roundtable Event for Plan Sponsors
04 Apr 2019 Spring Seminar Sponsorship - April 4, 2019
04 Apr 2019 Spring Seminar - April 4, 2019
21 Feb 2019 WP&BC Quarterly Meeting - February 21, 2019
14 Nov 2018 WP&BC Seattle Quarterly Meeting - November 14
06 Sep 2018 WP&BC Seattle Quarterly Meeting- September 6
28 Jun 2018 WP&BC Seattle Quarterly Meeting-CANCELLED
30 May 2018 Panel about Disability Claims Administration
20 May 2018 Western Pension & Benefits Council (WP&BC) is pleased to announce a new annual conference partnership for 2018!
30 Apr 2018 WP&BC Seattle Quarterly Meeting
07 Feb 2018 WP&BC Seattle Chapter Pop Up - Tax Reform Panel
25 Jan 2018 WP&BC Seattle Quarterly Meeting: Technology & Implementation Practices
11 Jan 2018 WP&BC Seattle Chapter Pop Up - 2018 Financial Outlook
07 Dec 2017 Employee Benefits Planning Association
29 Nov 2017 FREE for 2017 PNW ISCEBS Chapter Members
16 Nov 2017 WP&BC Seattle Chapter Pop Up - ACA Developments
14 Sep 2017 Paid Parental Leave Trends and Considerations
09 Jul 2017 2017 Western Benefits Conference - Anaheim
20 Jun 2017 WP&BC June 20,2017 Chapter Meeting
16 May 2017 May 16, 2017 - No chapter meeting in May
04 May 2017 PNW ISCEBS - Long Term Care Webinar
19 Apr 2017 Spring Seminar Sponsorship
19 Apr 2017 The 2017 Spring Seminar
30 Mar 2017 PNW ISCEBS event on Medicare Basics.
21 Mar 2017 March 21 Chapter Meeting
21 Feb 2017 February 21 Chapter Meeting
17 Jan 2017 January 17 Chapter Meeting
15 Nov 2016 November 15 Chapter Meeting - Cancelled
18 Oct 2016 October 18 Chapter Meeting
20 Sep 2016 September 20 Chapter Meeting
19 Jul 2016 2016 Western Benefits Conference
21 Jun 2016 June 21 Chapter Meeting
20 Apr 2016 Spring Seminar Sponsorship
20 Apr 2016 The 2016 Spring Seminar
15 Mar 2016 March 15 Chapter Meeting
16 Feb 2016 February 16 Chapter Meeting
19 Jan 2016 January 19 Chapter Meeting
17 Nov 2015 November 17 Chapter Meeting
02 Nov 2015 Member Appreciation Networking Event
20 Oct 2015 October 20 Chapter Meeting
15 Sep 2015 September 15 Chapter Meeting
19 Jul 2015 2015 Western Benefits Conference
16 Jun 2015 June 16 Chapter Meeting
22 Apr 2015 The 2015 Spring Seminar
22 Apr 2015 Spring Seminar Sponsorship
17 Mar 2015 March 17 Chapter Meeting
17 Feb 2015 February 17 Chapter Meeting
20 Jan 2015 January 20 Chapter Meeting
18 Nov 2014 November 18 Chapter Meeting
21 Oct 2014 October 21 Chapter Meeting
30 Sep 2014 Member Appreciation Networking Event
16 Sep 2014 September 16 Chapter Meeting
27 Jul 2014 2014 Western Benefits Conference
20 May 2014 May 20 Chapter Meeting
23 Apr 2014 The 2014 Spring Seminar
23 Apr 2014 Spring Seminar Sponsorship
18 Mar 2014 March 18 Chapter Meeting
18 Feb 2014 February 18 Chapter Meeting
21 Jan 2014 January 21 Chapter Meeting
19 Nov 2013 November 19 Chapter Meeting
29 Oct 2013 October 29 Chapter Meeting
30 Sep 2013 Member Appreciation Networking Event
17 Sep 2013 September 17 Chapter Meeting
21 Jul 2013 2013 Western Benefits Conference
21 May 2013 May 21 Chapter Meeting
23 Apr 2013 The 2013 Spring Seminar
19 Mar 2013 March 19 Chapter Meeting
19 Feb 2013 February 19 Chapter Meeting
15 Jan 2013 January 15 Chapter Meeting
27 Nov 2012 November Chapter Meeting
16 Oct 2012 October Chapter Meeting
18 Sep 2012 September Chapter Meeting
15 Jul 2012 2012 Western Benefits Conference
Western Pension & Benefits Council • Seattle Chapter
Powered by Wild Apricot Membership Software